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5.6. Filter on Defined Criteria

You can filter on specific values within the field code lookup table.  For example, you may only know the account number on a document you wish to file, and are not sure of the client.  In that instance, you could type to the account number of your choice, or filter for your criteria.  Here is how to filter on your criteria:

Select the binocular "Find" button in the lookup table:

This will bring up search tool at the bottom of the lookup table.  Enter your search criteria and click "Find":

This will filter your list:


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