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Tips for searching your Reapit database - using Universal Search

Tips for searching your Reapit database - using Universal Search

This guide has been reviewed against our global client base and classed as relevant to all regions

The Universal Search function allows quick searching of multiple types of record (properties, applicants, landlords, tenancies, contacts and companies) from a single search field

It returns data across all offices the user has access to and has been designed to allow a quick, yet powerful, search across many records

1. Access Universal Search

  • Click magnifying glass (top left) then use the field to the right to enter search criteria
    Any of the following can be entered:

    • name, address, postcode, reference code, contact number, email address

    • Control & F on your keyboard also launches Universal Search

  • Enter text in the search field and click the magnifying glass icon to the right
    (or press Enter on your keyboard)

  • Buttons at the bottom of the search panel offer options for:

    • Advanced Search - clicking this allows more in-depth searching to be carried out for a chosen record type

    • Add New - allows a new record to be added to the database, to be used when a search did not find a matching record

    Main menu - blank.png

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

2. Tips for searching

  • Universal Search will not search the archive or inactive Contact/Company records

    • To search for archived/inactive records, click Advanced Search (bottom of main menu)

  • 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

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