The Search Toolbar

The Quicksearch toolbar is located on the main system toolbar to enable easy, quick account searches.

 

 

• Use the Search In drop-down to select to search by ID, Reference #, Company/Name, Phone, Student Name, All Names, Address, SS#, Person ID. See Search Criteria Fields.

• Select the operator of the search: Begins With, Contains, Ends With, or Equals.

• Enter the criteria of the search. If searching by name, an additional field will display to enter Last Name and/or First Name.

• Click on the , or hit Enter to begin the search. The search results will display. If only one match is found, the account will automatically load without displaying the search results. If there are no forms open in the system, the account will load but no data will display until a form is opened.
  If no matches are found, the message "No results found" will display in the system's status bar.

• To open multiple search result windows, click on the dropdown arrow next to the . The search results will load in a new window.

• The New Account Wizard can be accessed directly from the Search toolbar. If the account does not exist in the search, launch the New Account Wizard to add the account.

• Quick search options to search by name, phone, or ID are available. Right-click on the toolbar and select Search by Phone, Name or ID.

• The current account number loaded in the system will display in the ID field on the search toolbar, even when the search function is not being used.

 

TIP: If the Quicksearch is not displayed, right-click on the toolbar and choose search.