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 |
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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 above-mentioned pages.
The Jobs Home page with the link to the Standard Search for Jobs circled.
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 |
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Estimate Records |
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Job Records |
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Invoice Records |
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Proof Records |
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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 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 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" for additional details. |
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.