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| − | [[File:SfCD_1.png|right|border]] | + | #REDIRECT [[Organisations and People]] |
| − | ''Location in standard build;'' '''''Accessed from the "Organisations and People" submenu by clicking on the name of a Type of organisation/person'''''
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| − | The "Search for Client Details" screen lets you search for clients on the system. You would also use this screen to search for clients that may not be on the system, and if you do not find them, you can add them.
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| − | ==Available search fields==
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| − | The search fields that appear here are configurable from the [[Customisable Tab Settings]] page.
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| − | ===Always-on search fields===
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| − | [[File:SfCD_2.png|border]]
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| − | There are four fields that always appear on this page, in addition to any others set on [[Customisable Tab Settings]];
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| − | * Charitylog ID number
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| − | * Emergency Card number
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| − | * Anonymous clients ''(show or hide in search results)''
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| − | * Active ''(search for active clients, non-active clients, or show both in search results)''
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| − | ==Running a search==
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| − | Simply enter a search term and click "Search Now".
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| − | [[File:SfCD_3.png|border]]
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| − | The results will be displayed.
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| − | [[File:SfCD_4.png|border]]
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| − | ===Partial search terms===
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| − | Partial search terms are allowed. For example, entering "Ran" rather than "Randall", as shown...
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| − | [[File:SfCD_5.png|border]]
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| − | ...results in clients with the surname "Randall" being shown, but also "Francis", "Durance" etc.
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| − | [[File:SfCD_6.png|border]]
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| − | ===Case-sensitivity===
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| − | As the example above shows, the search fields are not case-sensitive. Entering "randall" will give the same results as "Randall".
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| − | ===Using more than one search term===
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| − | The more search terms you add (i.e. the more fields you search on), the narrower the results will become. For instance, searching for "Randall" gives all the clients with the surname "Randall"...
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| − | [[File:SfCD_4.png|border]]
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| − | ...and entering "HR9" in the postcode search field shows all the clients with that postcode...
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| − | [[File:SfCD_7.png|border]]
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| − | But entering '''HR9''' in the postcode field and '''Randall''' in the Surname field only shows those client called Randall who live in HR9 - '''not those called Randall or those who live in HR9'''.
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| − | [[File:SfCD_8.png|border]]
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| − | The more search terms you enter, the narrower the search becomes. (The search function is an AND search, not an OR search.)
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