• Anything in teal is a link and often acts as a shortcut
  • Clicking a link + CTRL (Windows) or Cmd (Mac) will bring up another tab
  • Hit enter when updating information on a profile and it will automatically save and update without having to scroll to the bottom to hit the update button
  • If you want to bring up a full list of your entire database, run a blank search.
  • To select multiple documents when uploads, hold CTRL and click additional files or click SHIFT to select a range.
  • If you search on postcode / place, search results will display in relevance order / closest distance.
  • Type the partial bit of a name, company or job and it will find it
  • If you get logged out because time has lapsed (you will automatically be logged out after an hour) log back in on one tab and the rest if your tabs will work
  • Export longlist to share progress with a client or reasons for declining
  • GDPR functionality