Difference between revisions of "Search Results"
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| + | =="Record a Contact (for a new client)" button== | ||
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| + | '''''Only visible when searching for clients.''''' | ||
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| + | The "Record a Contact (for a new client)" button creates a new record (for a person) and then goes straight to recording a Contact, thereby starting a new Referral, for that newly-created person. | ||
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| + | The button is intended to be used when a user has searched for a client and failed to find them on the system. The user can then create the client and record their first Action for the client. | ||
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| + | When used, this button will show a custom data entry screen based on the [[Input Field Rules]] set up on the system (rather than a full blank client record, as the "Create New" button would). | ||
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| + | [[File:SearchRes_7.png|border]] | ||
Revision as of 15:18, 13 May 2015
After searching for an organisation/person, e.g. a Client, you will see the matching results shown on screen.
Contents
Number of results shown
If your search has returned more than 200 results, the results will be displayed over more than one page. A message at the top of the screen will alert you to this, and the arrow buttons allow you to skip forwards or backwards through the results.
Total record matches
As you'd expect, any search returns matches from within the Type that you searched for - for example, if you search for clients named "Jones", you would expect to only get results for clients, not volunteers, staff etc.
However, if there are matches within the other Types of organisations/people on the system, there will be a message to alert you to this, with a "Search All" button to see these other matching people/organisations. If you searched for clients named "Jones" and saw 2 results, but with a message saying "There were 5 total record matches in Charitylog", that means "there are 2 clients called 'Jones', but there are also 3 other organisations or people called 'Jones' ". Clicking the "Search All" button will allow you to see these other results.
"New" tab and the "Create New" button
Once you have run a search, you can then choose to create a new record of the Type you searched (i.e. if you were searching Clients, these buttons will create a new Client record).
"Search" tab
This tab will return you to the search form again, if you want to change or amend your search.
"Record a Contact (for a new client)" button
Only visible when searching for clients.
The "Record a Contact (for a new client)" button creates a new record (for a person) and then goes straight to recording a Contact, thereby starting a new Referral, for that newly-created person.
The button is intended to be used when a user has searched for a client and failed to find them on the system. The user can then create the client and record their first Action for the client.
When used, this button will show a custom data entry screen based on the Input Field Rules set up on the system (rather than a full blank client record, as the "Create New" button would).
