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Use enhanced search

On various screens in Practice CS, you can search a list of clients, staff, or other items to find a specific record. Some screens have a basic
Search
 field that needs you to enter the 1st few characters of the item you’re looking for, autofilling the field with the 1st item that matches your entry.
Practice CS also offers enhanced searching capabilities on many screens to make your searches easier and more effective. The enhanced
Search
 field displays on setup screens for offices, staff, activities, and clients, as well as the Billing, Time and Expense Entry, Manage Projects, Manage Clients, Client Calendar, and Client Dashboard screens.
Using the enhanced
Search
 field, the enhanced
Search
 field lets you restrict your search to one or more selected fields and to specify how closely the results need to match your search criteria.
To use the enhanced search, follow these steps.
  1. Select the
    Down Arrow
     button in the
    Search
     field.
  2. If you want to confine your search to specific fields, select
    Search
     fields from the menu, and select each field that you want to include in the search.
  3. Select the
    Down Arrow
     button again and select one of the available options to perform your search.
    • Exact
      : All characters in the name of the item must match the characters you enter in the
      Search
       field.
    • Begins with
      : The 1st characters in the name of the item must match the characters you enter in the
      Search
       field.
    • Contains
      : The characters you enter in the
      Search
       field must be contained, in order, within the name of the item.
    • Ends with
      : The last characters in the name of the item must match the characters you enter in the
      Search
       field.
    If for example, you are searching for a client named Smith & Jones and you enter
    Jones
     in the
    Search
     field but select the
    Begins with
     search option, Smith & Jones won’t appear in the search results, because the name of the client doesn’t begin with Jones. However, if you perform the same search using either
    Contains
     or
    Ends with
     as the search option, the client would appear in the search results, because the search string fulfills the requirements for both options.
  4. Enter a keyword or string of characters in the
    Search
     field.
  5. Select the
    magnifying glass
     button or select
    ENTER
     to perform the search.
  6. To clear all search criteria and restart, select the
    Red X
     button in the
    Search
     field.

This article applies to:

  • Product: Practice CS