Using Standard Searches

Using Standard Searches

Standard Searches provide a greater degree of control over constructing the search, plus allow users to save their searches for later reuse.

Standard Searches can be constructed to find the following types of Records stored in the database:

Note: Depending on the installed applications and your permissions, you may not have access to all the standard searches listed below.

 

Search Type

Location of Search

Find Customers

Customers Home

Find Estimates

Estimates Home

Find Invoices

Invoices Home

Find Jobs

Jobs Home

Find Proofs

Proofs Tab

To conduct a standard search, click the Find links above the headers of the abovementioned pages.

The Jobs Home page with the link to the Standard Search for Jobs circled.

Understanding Search Logic

Searches using criteria fields based on strings (any non-chooser or non-range criteria field) use a "Starts with" condition. For example, if there is a Job in the database with the name "Wellness and Fitness Brochure", the search term "Well" will return a result for the Job. However, the search term "ness" will not return a result for the Job even though the characters "ness" are used twice in the Job name.

When used in searches, the asterisk ("*") is treated as a special character:

Use * at the start of a search term to match results CONTAINING the search term. For example, if there is a Job in the database with the name "Wellness and Fitness Brochure", the search term "*ness" will return a result for the Job since the characters "ness" are contained in the Job named "Well*ness* and Fit*ness* Brochure."

Use * alone to match all results. Using "*" alone as a search term will match all records stored in the database for the corresponding record type. For example, a Quick Search using "*" alone or a Standard Search for Jobs using "*" alone in any search criteria fields will return all Jobs in the results.

Do not use * as a wildcard encapsulated in a search term. For example, If there is a Job in the database with the name "Wellness and Fitness Brochure", the search term "w*llness" will not return any results.

Keyword and Quick Search Scope

When using the Quick Search or when using a Keyword criterion in a Standard Search, the search is conducted across multiple database fields. The fields searched are specific to the record type being searched (see table below). A record will be included in the search results if the search string is found in any of the database fields included in the search.

Customer Records

Address

City

Contact

Country

CSR

Customer Code

Name

Sales

State

Zip

Estimate Records

CSR

Customer

Description

Entry Date

EQ-Number

Name

Sales

Job Records

Customer

CSR

Description

Due Date

Entry Date

Job Name

Job Number

PO Number

Sales

Invoice Records

Invoice Number

Customer Code

Job Number

Proof Records

Completed Date

Customer

Due Date

Due Time

Entered By

Job Number

Notes

Proof ID

Proof Name

Status

Template Name

When additional criteria are used in the search, only records that match all criteria used will be returned as results. See "Using Multiple Search Criteria" on page 47 below for additional details and examples.

Using Multiple Search Criteria

When conducting searches by typing text in multiple search criteria fields, the search will return results only for records that match ALL criteria fields used in the search. For example, a Standard Search or a Quick Search of Job records that uses "Wellness" as a Keyword criterion and "Smith" as a Customer criterion will only return Jobs that contain the term "Smith" in the customer name field and "Wellness" in one (or more) of the fields included in the scope of a Keyword search (See "Keyword and Quick Search Scope" on page 46 above).

Note: By default, Quick Searches use only the Keyword criterion. Additional criteria may be saved and automatically used in Quick Searches. See "Saving search criteria to the Quick Search" on page 47 for additional details.

Case Sensitivity

Search strings are not case specific. For example, a search for "wellness" will return results for all Jobs with a name starting with "Wellness", "wellness", "WELLNESS", or any variation on capitalization thereof.

Procedures:

Searching for Information with Standard Searches

Note: Standard Searches are available only from pages with a Find link above the header information. If the currently displayed page does not have a Find link, you will be unable to access the Standard Search page from the current page.

  1. Click the Find link above the header information in the current page. The Find page will open.

The Find Jobs page. Depending on the application families in use, this page may look different than that depicted above.

  1. Use the available fields to type the terms you want to search for. If multiple fields contain search terms, results will be returned for records that match ALL criteria used.
  2. Click Search ( ). The search will be conducted and the results displayed.

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