Use the Search field at the top of the Non-Transaction Data window to search for and locate a specific data field.
- Access the client’s non-transaction data. See Client non-transaction data. The Statutory Reporter — Non-Transaction Data window opens.
Enter the search criteria in the Search field. All or part of the data field name can be entered. As text is entered, Data Categories and Data Fields filter dynamically to list the data categories which contain data fields that match the search criteria. If more than one data category is listed, click each category until the data field is found.
To clear the Search, click .