Intuit Practice Management

The global search function lets you search for a particular Contact, Work, Email or Note.

Global Search

You can search across all your emails, including sent emails, from the Global Search function.

You can search for notes across all Work, Clients and emails that you have access to from the Global Search function.

You can find any sent email by visiting your 'sent' folder or by searching using the Global Search function.

Search across your contacts, work and email. You can filter the results you see by selecting All, Contacts, Work, Email, or Notes.

Search for emails or notes within a Work or Contact Timeline

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