Find Page and Window

Last modified 01:35, 22 Apr 2017

Overview

The Find page is displayed when you click one of the following buttons in the main toolbar:

File:dirname/central/030_Overview/050_The+Find+page+and+window/bttn_contacts.gif

File:dirname/central/030_Overview/050_The+Find+page+and+window/bttn_clients.gif

  • Employees

File:dirname/central/030_Overview/050_The+Find+page+and+window/bttn_employees.gif

Access the Find Page/Window

There are a number of fields that have a Find window attached. If you click such a field the Ellipsis button File:dirname/central/030_Overview/050_The+Find+page+and+window/bttn_ellipsis.gif is displayed. Click this button to open the Find window. Find windows are available when selecting the following:

You will find access to the Find windows in many areas of the application, including:

  • the Employee Main tab

  • the Client page Responsibility tab

When you search for any of these records, you simply need to double–click one of the items in the search result list to open it within the relevant page.

The Find page and the Find window work in the same way, but there are a few extra features within the Find page.

Sort Results

In the Find window and Find page you can sort the results by clicking in the column heading you want to sort by. To sort by ascending or descending order just click to change the current sort order.

Find Page Options

The options in the list box at the top of the Find page are:

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

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

  • New search from reports
    This allows you to search through information in specific reports instead of the database.

  • New search from lists
    This allows you to select from a list of saved searches to search through, rather than the whole database.

Group Search Results

You can also group the search items returned by dragging a column heading to the grey area above the list, which will then group the search results. For example, if you drag the column heading Department to the grey area, the list will show the items grouped by department.

Hide form...

If you select the Hide form when only one item found check box, the relevant page for a record will open automatically if only one record matches your search criteria.

Search any part of...

If you select the Search any part of name/code check box, the search results that are returned will contain the search criteria you have entered in any part of the record name. When this check box is clear, only records with the search criteria at the beginning of the name will be returned. For example:

  • you enter 'mit' in the Search for field when searching for an employee. The Search any part of name/code check box is clear. The results will only contain employees that have 'mit' at the beginning of their first or last name, such as 'Mitchell' or 'Mitch'.

  • you enter 'mit' in the Search for field when searching for an employee. The Search any part of name/code check box is selected. The results will show any employee whose name contains 'mit' somewhere within it, such as 'Smith', 'Mitchell' or 'Amit'.

Right Click Options

A right–click menu is available if you click in the list area. It contains the following options:

  • Field Chooser
    From here you can select the fields of information you want to be displayed with the listed records. Drag fields onto the list area from the window to display them, or off the list area into the window to remove them.

  • Show/Hide Preview Panel
    A toggle option. Click to turn the display area at the bottom of the list on or off. The display area will show details about the selected contact or client.

  • New Task
    Click this option to view a list of activity tasks that you can create for the selected record (the tasks are the same as those listed on the Task Bar). When you click an activity in the menu the Task Details window will open and you can define the activity details. This option is not available when searching for employees.

When selected, the Include inactive employees check box (only on the Find Employees page/window) will also display employee records no longer current in the system in the search results. If this check box is not selected you will only be shown active employee records.

The Task Bar

When the Find page is displayed for contacts, clients, assignments or suppliers, there are a number of options available on the Task Bar. From here you can create draft bills, emails and documents for a record directly, or create scheduled tasks.

Note

The items in the activity tasks menu will depend on what has been defined in your practice by your system administrator.

To do this, open the relevant Find window, click the record you want to create an email or document for and then select the option in the Task Bar. The Billing Wizard, Add Email or Add Document window will open where you can enter the details as required. When you select one of the items in the Schedule Tasks menu the Task Details page opens.

You can also run a mail merge and refine the list of contacts or clients in the page. You can save searches using the Save List option, and use these as search lists in the future rather than having to always search the whole database. When you click the Open list option all the previously saved lists are displayed for selection

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