Difference between revisions of "Search for Client Details"

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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.
 
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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'''All other Search pages work the same way as the Search For Client Details page.'''
  
  

Revision as of 11:59, 13 May 2015

Location in standard build; Accessed from the "Organisations and People" submenu by clicking on the name of a Type of organisation/person

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.

All other Search pages work the same way as the Search For Client Details page.


Available search fields

The search fields that appear here are configurable from the Customisable Tab Settings page.

Always-on search fields

File:SfCD 2.png


There are four fields that always appear on this page, in addition to any others set on Customisable Tab Settings;

  • Charitylog ID number
  • Emergency Card number
  • Anonymous clients (show or hide in search results)
  • Active (search for active clients, non-active clients, or show both in search results)


Running a search

Simply enter a search term and click "Search Now".

File:SfCD 3.png


The results will be displayed.

File:SfCD 4.png


Partial search terms

Partial search terms are allowed. For example, entering "Ran" rather than "Randall", as shown...

File:SfCD 5.png


...results in clients with the surname "Randall" being shown, but also "Francis", "Durance" etc.

File:SfCD 6.png


Case-sensitivity

As the example above shows, the search fields are not case-sensitive. Entering "randall" will give the same results as "Randall".


Using more than one search term

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"...

File:SfCD 4.png


...and entering "HR9" in the postcode search field shows all the clients with that postcode...

File:SfCD 7.png


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.

File:SfCD 8.png


The more search terms you enter, the narrower the search becomes. (The search function is an AND search, not an OR search.)