User guide

Main screen Search facility

SEARCH FACILITY

Filter the records of the active module using the following criteria: The search word or

string you enter, a field you specify (or all the active module records if you leave “Any

field”), and category.

Figure 4-2: The search facility

For example: Typing “Smith” in the Find box and selecting Name in the field combo box

finds all the records in the active module that have the string “Smith” in their Name field.

You can perform the search on the entire module records list by selecting Any field.

The search tries to match the requested string to sub-strings in the database. For example, if

you typed in “Jo” in the Find field, the search will show results with all records that include

the string “Jo”, such as “Johnson”, “Jonah” and even “Banjo”.( case insensitive)

Category: When you scan in a card, you have the option of attaching categories it to, see

Categories, page 29. Categories allow you to search for cards in certain categories, e.g.,

VIP customers, business associates, etc. Categories can also be added later while editing

records.