Sage Client Management
How can we help?
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Don't type a full question, such as how to do I enter an invoice.
Instead, it's best just type a few key words, such as enter invoice. The results will only show topics that contain all the words you enter.
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Use quotes to search for a phrase (with the words in that order), for example type "credit note" instead of credit note.
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Use the filter icon on the search bar to narrow down your results to a particular area.
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You can make more detailed searches, such as looking for one word or another, or excluding a word.
How do I make more detailed searches?By default, the search results only include topics that contain all the words or phrases that you enter. So if you enter two words, the results include topics with both words (using and), rather than topics containing either word (or).
Search for Use Example Outcome All words (any order)
Enter single words. sales order
Finds topics containing both sales and order, in any order. An exact phrase
Enter phrase in quotes " "
"credit note"
Finds topics containing the exact phrase credit note. One term or another or
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sales or purchase
Finds topics that contain either sales or purchase. Both one term and another
Note: You don't need to specifically include the and operator, since separated words are treated like and by default.
and
+
&
"purchase order" + print
Finds topics containing both purchase order and print in any order. Topics excluding a particular term not
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^
sales ^ order
Finds topics that contain sales but not order. Combinations of the above ( )
(sales or purchase) and order
Finds topics containing either sales or purchase, and also order.
Get up and running with Client ManagementAccountant and bookkeeper set up guide
Setting up Client Management
What's new