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The Search screen is used in several wizards to find people or corporations (i.e., contacts). You can also search for and find a wide range of names, companies, documents using the Search function in any Selection list.
- Click to open the appropriate Find screen.
- Enter your search terms (e.g., name or first few characters) in the search field above the list.
- Optionally, click to display the Search options. These options are specific to the each type of search (e.g., Find a Corporation, Search for Person).
Select the options you want to include in your search. To include contacts from MYOB AE/AO, select Include all Corporations/People from AE or Include all Corporations/People from AO respectively.
- Click Search. The matching results display in the selection list.
If you cannot find the contact, add it to MYOB AE/AO, then add it to Corporate Compliance (see Adding corporations).