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Find pages and windows enable you to search for information stored in your database.

The Find page is displayed when you click the Contacts button on the toolbar or select any of the items from the Contacts menu:

  • Clients

  • Contacts

  • Employees

  • (AE Practice Manager) Suppliers

  • (AE Practice Manager) Assignments.

Some fields have a Find window attached, identified by a magnifying glass button in the field. Click it to access the Find window associated with that field. The Find window works in the same way as the Find page.

 

To use the find function
  1. Enter the name (or part of the name) in the Search for field.

    To display all records, either leave the Search for field blank and click Search or type “%” in the Search for field and click Search. All records will be returned by the search.

  2. Select your search options:
    • Select the Hide form when only one item found option, if required.
    • Select the Search any part option, if required.
    • Select the Include closed/inactive records option, if you want to include closed or inactive records in your search.
  3. Click Search. The results that match your search criteria are listed.
  4. Double-click the record you want to open.

Tips for entering search text

  • When you are entering text in the Search for field, a list of suggested entries is displayed. You can select from this list by clicking the entry on the list.

  • On a Find page, click Search with the Search for field blank to list all items.

  • In a Find window, enter “%” in the Search for field and click Search to list all items.

Search options

Select how the search results are organised from the drop-down next to the Search for field. You can select:

  • New search — clears any currently listed search results and performs a new search on the criteria you enter.

  • Append to search — keeps any currently displayed search results and adds records from a new search to the current records.

  • New search from reports — enables you to search through information in specific reports instead of searching the database.

  • (AE) New search from lists — enables you to search a list of saved searches, rather than the whole database.

Special features on the Find page

The Find page and the Find window mainly work the same way, but the Find page has more features, enabling you to:

  • Group the results.

  • Sort the results.

  • Filter the results to show only items that match the criteria you specify.

  • Remove selected records from the list temporarily.

  • Click Clear search from the Tasks bar to clear the search criteria and results.

Right-click menu options

Option

Description

Copy name and address to Clipboard

Copies the selected name and primary address information from the search result to the clipboard so you can paste it into other applications.

Copy name to Clipboard

Copies the selected name from the search result to the clipboard so you can paste it into other applications.

Field Chooser

Enables you to select the fields of information you want to display with the listed records. Drag fields to the list area from the window to display them or from the list area to the window to remove them.

Show/Hide Preview Panel

A toggle option. Click to make or not make available the display area at the bottom of the list. The display area shows details about the selected contact or client.