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<< Click to Display Table of Contents >> Search for a Client |
  
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<< Click to Display Table of Contents >> Search for a Client |
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The Search work area provides users with a simple interface to a powerful tool that allows users to specify a number of search parameters for locating a particular client's records.
The Toolbar:
•New Search clears all criteria from the Search for Client table
•Search Now starts the search, using the criteria entered in the Search for Client table
•Select Client moves the Client Table selection to the client selected in the Clients Matching Search Criteria table
•Print List prints the Clients Matching Search Criteria table
The Work Area:
The Search for Client form is used to query the database and list client(s) who match certain search criteria. It can also be used to find the owner of a device, or the client related to an Order Number
1.Enter the parameters for your search e.g. Phone, or Family Name, Date of Birth
2.Once the search parameters have been entered, click the Search button in the edit box, or the Search Now button on the toolbar, or press Ctrl+Enter. The list of clients matching the search criteria will be displayed in the table
3.To select a client, either double-click on a row, or select a row and click the Select Client button on the toolbar
4.The table can be printed by clicking on the Print List button
5.Click the New button in the edit box, or the New Search button on the toolbar to clear the search criteria in preparation for a new search
The Search function is very powerful and, with the exception of Date of Birth, supports partial and "wild-card" searches using % and _ (underscore). The % character will return any number of characters leading the criterion characters, while the _ will return any single character
For example:
•Searching by Phone Number is a really quick way to identify clients
•To search for all clients whose Family Name begins with "B", just type B in the Family Name box
•To search for all clients whose Family Name contains a "B", type %B in the Family Name box and names such as ABBOT, EMBERLY, ARBUTHNOT, CRUMB and so on would be returned
•Entering B_D would return clients with names such as BAD... BED... BOD... BUD...
The % character is a "LIKE" operator and can be positioned at the beginning or anywhere in the body of the search text; it is automatically added to the end of all search text, so you do not need to enter something like "BR%" to find text beginning with "BR"
