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Open the search options
- Left-click the icon of the function you would like to search in the horizontal function bar.
- Alternatively, click on expand next to the icon and select Search. For some functions (Events, Accounts, Staff), you will be offered additional filters in this way.
- Extend your search by opening More fields in the bottom left-hand corner of the search pane.
- Refine your search by using different kinds of search fields: free entry fields, drop-down menus, date fields and check boxes.
- Enter all your search criteria, then click on Search.
Using free entry fields
- In the Search terms fields, enter one or more search terms. Which database fields are searched varies depending on the function.
- Search terms do not have to be complete, the beginning of a word is sufficient. The longer a word is, the more accurate the search results are.
Example: "Mans" finds Mansbridge, Mansfield, Mansford, ...
- To search for a word fragment that appears in the middle of the word, use an asterisk "*" as wildcard.
Example: "*ston" finds Easton, Stone, Aston, ...
Using date fields
- Enter the From and To dates freely in the search fields.
- Alternatively, open the date picker to the left of the date window and select the date with a left click.
- Select the current date by left-clicking Today either in the date picker or via to the right of the input field.
- Move the selected date by days, weeks, months or years, or go to the beginning or the end of the week.
- Alternatively, specify the search period using in days, weeks, months or years. In this search function, weeks always start on Monday, months on the 1st of the month and years on the 1st of January.
- Search for specific months by clicking on the date picker and expanding to months of the year left of the calendar week field.
- Remove all date restrictions from the search by left-clicking on > Delete. Deleting the start date also removes the end date and vice versa.
Using drop-down lists
- Fields that are filled using fixed picklists are searched using drop-down lists. A multiple selection of values is possible.
Example: Status of the event: Option, Waiting list, Definitive
- Fields that are entered via a combo box (either free or via editable selection list) are searched in the same way. Select a value from the selection list using in the input field or enter a user-defined text. Multiple selection is not possible.
Using check boxes
- Checkboxes are by default Undefined . The values of the field are not taken into account for the search.
Example: Multi-day event finds both one-day and multi-day events.
- Selecte the box with a single left click to find only data records with the selected property.
Example: Multi-day event finds only multi-day events.
- Left-click the box again to exclude data records with the selected property.
Example: Multi-day event does not find multi-day events, only one-day events.
- A third left click restores the status Undefined.
Customise your search pane
- Use > Layout options to the right of each search field to assign this field to either the simple (Fewer Fields) or advanced (More fields) searches.
- Prefill individual search fields with default values by clicking > Save values.
Example: only records that belong to one department
- Always set the cursor directly in a selected field by clicking > Start data entry in this field.
- Enter the first search and click on expand Search> New Search.
- To search for records that meet at least one of several conditions ("Or"), enter another search and click on expand Search> Extend search results.
- To exclude records that have certain characteristics ("But not"), enter another search and click on expand Search> Constrain search results.
- To exclude records that do not have certain characteristics ("But only"), enter another search and click on expand Search> Match all criteria.
- Repeat the process as often as you like until all search criteria have been entered. The number of records found (search results) is displayed in the bottom left-hand corner of the search pane.
- Then click Show search results to display the actual records found.
Repeat and save searches
- The most recent searches are shown in chronological order under History in the bottom right-hand corner of the search pane.
- Select a search and Save as Favorite to keep it permanently at the top of the list.
- Save searches externally by selecting Show> Save search to make them accessible to other users.
- Perform externally saved searches again by clicking Search > Load saved search.