1)
Pressing ALT ALT in rapid succession activates your new Find-O-Matic tool after a simple installation.
2)
Begin typing the information you are looking to find in the search box... phone number, email address, street address, etc. Find-O-Matic will instantly display the search results. You can use the drop-down menu to sort by specific results.
Tip: when searching by phone number, include hyphens (ex. 303-123-4567)
Here are a few examples of Find-O-Matic search results:
Name based search results:
Email based search result:
Financial Edge results are very similar:
3)
Double-clicking on your desired search result will open the record.
4)
Pressing Esc will close the Find-O-Matic pop-up.
For more information on Find-O-Matic, please email
info@omaticsoftware.com.
Find-O-Matic Online Demonstration from O-Matic Software on Vimeo.