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 above-mentioned pages.

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 it is used twice in the job name. 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 q+uick search+ or when using a keyword criterion in a s+tandard 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
  • Customer Code
  • Name
Estimate Records
  • CSR
  • Customer
  • Description
  • Entry Date
  • EQ-Number
  • Name
  • Sales
Job Records
  • Customer
  • Job Name
  • Job Number
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 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.

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.

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.

2. 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.

3. Click Search. The search will be conducted and the results displayed.


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