Using Find Contacts - The Neat Company Desktop Scanner NeatReceipts User Manual

U sing Find Contacts
The Fi nd Contacts panel stretches across the top of the Business Organizer, making
it quic k and easy to find contacts fast. You can use Find Contacts to locate a contact
by La st Name, F irst Name, or Company Name.
1. Choose Last Name, First Name, or Company Name from the Find by dropdown
list.
2. Click on the letter or number that the contact's first name, last name, or
company name begins with or click on ALL to view all of your contacts.
Contacts matching your criterion will appear in the Contacts Grid.
Searching for a Keyword
To search for text:
1. Open the organizer in which you'd like to conduct your search.
Note: Search
The
which means you should open the
receipt information, the
information, or the
documents.
2. Click in the white box to the left of the
highlighted in the image
3. Enter a search term.
feature works on an organizer-by-organizer level,
Receipt Organizer
Business Card Organizer
Document Organizer
Advanced Search
below.
to search for
to search for co
to search for information in
button, as
ntact
91