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Searching your database can be can be carried out in various ways - using names, addresses and contact details to find the required information.

Universal Search searches the whole of your database, allowing you to filter as you search to find the records you need. You can also Quick Search by record (i.e. applicant, property/vendor, landlord/tenant, contact or company). Advanced Search options are also available.

Search results can be used to send an email/letter to each entry and also printed out.

Searching the current database must be carried out before adding a new record in. After carrying out a Universal or Quick Search, the option to Add New is offered at the bottom of the main menu.

 

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 



 1a. Universal Search results

For some searches, the text entered could be a name or an address, where this is the case, an option is offered on screen to identify which category the search text falls into

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


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




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)

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

  • Name: searches all name fields

  • Address: searches all address fields
    • Click Address for the option to switch the search option to by telephone / email

  • Tick +Archive to add archived records to the search

  • Filter options
    • All: data is searched across the company
    • Negotiator: returns the current negotiator's data only
    • Office: only returns the data for the current negotiator's office
    • Department: only includes the current negotiator's Department data (e.g. General, Commercial) 
  • Tick Include contacts to include contact records as well as the current record type (properties, applicants, etc)

Changing the search options to Quick provides the same search functionality as outlined in section 2 above, therefore if needing Advanced Search functionality options should be left as Full




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