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 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 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." of whom their address partly contains "Green" and of whom their city partly contains "ton" (this example has three conditions).

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Document name: Common functions:Search Bar

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