Common functions:Search Bar

Introduction

The search bar is present almost everywhere in the software, it is very useful for finding information quickly. This tool allows you to search with keywords, part of a word or with the shortcut codes presented in the legend and it is available by clicking on at the right of the search bar.

If the search bar is not visible, for instance, in the bottom tabs of a client file, it is often possible to click on the button or press the "F9" key on the keyboard to activate it.

Using the search bar

Get positioned on the proper management to conduct a search (e.g. in the "Client management" to do a search on clients' information).

The white boxes at the top of each column (search boxes) allow you to search with a key word or with a part of a word. Each column represents a field of the database, therefore it is possible to search on virtually everything in the software (e.g. by phone number, e-mail address, address, etc.).

A search can be done on several fields at the same time. In this example, the search contains the "Mrs." whose address partly contains "front" and whose province partly contains "on" (this example has three conditions).
A: By entering "Front" on top of the "Address" column, the software finds all the files containing this word portion in the address. No matter where the word is, the search is conducted on the word portion. Therefore, it is not necessary to remember if it is a street, a boulevard, an avenue, etc.	B: According to the preferences configured in the software, this button is not always available. If it is indeed available when all the search criteria are entered in the search bar, click on the "Search" button or press on the "Enter" key of the keyboard. If the button is not available, the will be done automatically. For more details regarding the preferences, click here.
C: This button allows you to quickly erase the search.	D: By clicking on the  button, the number of found entries will be visisble.
NOTE: The "=" symbol in front of the "Mrs." means that the search must be identical to "Mrs.". For more details on the shortcut codes, click on the button. It is also possible to copy the information of a line in the search bar. To do so, get positioned on the line containing the information to copy, then double-click in the white box on top of the column to copy. The information in the search bar will then become "=" to the information of the selected line.

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Document name: Common functions:Search Bar

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