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Search for clients, work and email

LiveFor: All staff

Type in the top bar, pick a result, or press Enter for all results by type.

  1. Click the search field in the top bar, Search recents, contacts and work.

  2. Start typing a client, job or email subject. Matching contacts, work and email appear as you type.

    The search field with Mitchell typed and a dropdown of matching contacts and work items below it.
    Results appear as you type.
  3. Pick a result to open it, or press Enter (or Show All Results) for the full results page. Press Escape to close the list.

  4. On the results page, switch between All, Contacts, Work, Email and Notes.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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