Page Comparison

1. Universal Search

• Any of the following can be entered as search criteria:

  • name

  • address

  • postcode

  • reference code

  • contact number

  • email address
    

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

Universal Search results (see 1a)

• Search results are displayed in categories
  (i.e. Properties, Applicants, etc)
  

Where further search functions are needed, click Advanced Search at the bottom of the screen, see section 3 below for more information 

2. Quick Search

Clicking any main menu option from Property downwards displays a search bar in the sub-menu to allow a Quick Search to be carried out

Any of the following can be entered when using Quick Search:

• Name: searching by name searches surname, company name and attention fields
  

• Address: searches Address line 1 and the Flat or House Name fields
  

• Contact numbers or email addresses

3. Advanced Search

After carrying out a Quick/Universal Search, the Advanced Search option is available at the bottom of the menu bar (see section 1)

• Click Advanced Search then select the type of search to carry out
  i.e. property search, applicant search, etc.
  This example shows an applicant search

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Use the options on left of the screen to filter your search results:

• Tick Include contacts to include contact records as well as the current record type

• Name: searches all name fields

• Address: searches all address fields

• Telephone/E-mail: searches contact number/email fields

• Code: search using the code or part-code for the required record

• Scope allows the list to be filtered by:

  • Negotiator: returns the current negotiator's data only

  • Office:

• •  returns the data for the current negotiator's office only

  • Department:

• •  includes the current negotiator's Department data (e.g.

• • General,

• • Commercial)

• • only

  • All: data is searched across the company
    

• Tick Archive to add archived records to the search