Page Comparison

1. Accessing Universal Search

• Click the magnifying glass icon
  (always on display top left)
  

• The Universal Search field is displayed to the right
  

• Any of the following search criteria can be entered: name, address, postcode, reference code, telephone number, e-mail address
  

• Enter text in the search field then press Enter on your keyboard
  

• See 1a for an example search
  

For further information on how searching works, see step 3

2. Identifying the type of search

For some searches, the text entered could be a name or an address

After the initial search, the text under the search bar allows you to specify this

• Select to refine by name or address
  

• In this example, address has been clicked to refine the results by address

For further information on how searching works, see step 3

3. Tips for searching

• The universal search will exclude inactive Contact/Company records.

• When entering a word it will search:

  • Flat or house name

  • Address1

  • Contact surname

  • Company name
    

• If needing to search for text from different fields, e.g. Flat or house name AND Address1, a comma must be used to separate your search text

  • e.g. searching The Bungalow, 6 Long Lane will return the correct results, searching without the comma won’t
    

• If your search begins with a letter and contains further numbers and characters, then the system will assume this to be a postcode

  • If a letter-number format is used, such as for plot references (e.g. RG123), it is recommended to prefix your reference with a number (e.g. 1-RG123); the number prefix can be the same for all references
    

• If your search has 6 or more numbers the system assumes this to be a phone number and it will remove any characters from the search string if entered before, in between or at the end

  • If the search has less than 6 numbers in it, it will search a combination of the following fields as you would expect (i.e. Flat or house name, Address1 & Company name)
    

• A default search scope for property and applicant searches may be in use*

  • For example, if the default search scope for property/applicant searches is set to office, then the search will only return applicants/properties registered to your office, rather than the whole database
    * This is a system setting which may/may not be enabled; settings can be different for applicant and property searching and can be set to negotiator (applicant only), office, department or all