Search - The Search option

Note: In this example, we are creating a search on the Customers list, which excludes customers with a zero balance from the main Customers list and from the customer reports.

1. Open the relevant module, for example Customers and click Search.

   If you have previously created a search, the Search window shows the last search.

2. To clear a previously created search and create a new one > Discard.

   Tip: If you need extra help creating your search, click Wizard then follow the steps in the Expression Wizard.

3. Complete the Search window as follows:

   Drop-down list	Options
   Join	Choose Where.
   Field	Choose the field you want to search on, for example, Balance.
   Condition	Choose one of the following conditions: Is Equal To Is Not Equal To Is Less Than Is Greater Than Is Less Than Or Equal To Is Greater Than Or Equal To Is Between For example, to exclude customers with a zero balance, in the Field column choose Balance then choose the condition Is Not Equal To and leave the value set to 0.00. Note: The conditions change according to the field selected.
   Value	Enter the value to be applied to the Condition. Note: When using the Between condition, the two values must be split by a comma. For example, to display nominal codes between a certain range, choose the Nominal Code field and the Between condition. In the Value field, enter the nominal code to start from, followed by a comma and the last nominal code, for example, 4000,4009. For further information about refining the Value information, please refer to the section Search value filters.

4. To apply the search without adding a further line, please proceed to step 5.

   If required, to add another line to the Search, after entering the Value, press Tab. On the second line, from the Join drop-down list, choose Or or And as required then press Tab. To complete the additional search line, repeat from step 3.

   Note: When you add a second line, you need to decide whether you want both, or either, condition to be met. If you use the And command to link two expressions, both expressions must apply for a record to be found. To link expressions where either expression must be true for a record to be found, you should use the Or command.

5. To apply the search > Apply > Close.
   
   

Note: These steps assume that you have completed the previous section to create your search, applied it, and that you want to save the last search created.

1. Open the required module > Search.

2. If this is the first time you have saved a search > Save As.

   To overwrite a saved search > Save As > locate and select the search that you want to overwrite > Save > when prompted to replace the file > Yes > proceed to step 4.

3. Complete the Save As window, as follows:

   Save in	Locate and select the folder in which you want to save the search. Tip: The Save in box defaults to the Criteria folder.
   File name	Enter a name for the saved search. Tip: You do not need to add an extension to the file name.

4. Save > Close.

1. Open the required module > Search > Open.
2. Locate and select the required search > Open.
3. Apply > Close.
   
   

1. Open the required module > Search > Open.
2. Locate and select the search to be deleted > press the Delete key on your keyboard > Yes.
   
   

Wildcards

Brackets