SpotFind is like a Google search for your Client records. If you know your information is somewhere in one of your Client records then enter the details and every Client on the server with this text in a main text field will appear. Search lets you be more selective in choosing what fields are searched.
SpotFind
- Click the SpotFind tab.
- Type in any text into the SpotFind field and press Return. Only those clients that contain that text somewhere within their fields will be shown.
- Pressing return when the SpotFind field is blank will perform the last Client search.
Search is the advanced search function of CRMHaven. You might want only those clients with a certain value in one or more fields. Search is able to search using up to four criteria.
Search
- Click the Search tab.
- Choose the Client field from the pop up list that you want to search.
- Choose the condition that it must evaluate.
- Enter the value that the field and condition must meet.
- Click the Find button to search the server and return the clients that meet the criteria.
Options
- If a criteria is left blank it it ignored.
- The order of the criteria does not matter.
- Searching can either start from nothing and include conditions or start from everything and exclude conditions.
- The pop up ‘Any Condition (OR)’ starts from nothing and build up, whereas the ‘All Conditions (AND)’ setting cuts down the choice having to meet every criteria.
Limit Tab
The limit tab allows us to retrieve clients who would normally not show up in searches. Checking Hidden, No Contact and Duplicate allows us to view clients that we don’t normally want to see in our search results.
In Group
Setting the In Group to a single group ensures all searches return only clients from that Group. This may be useful if you have many Groups to store your clients.
Edit
When the In Group is not set to All you have the ability to choose what can be edited. If you set the Edit value to Custom Fields the normal fields disappear (with the exception of the client ID, Name and Organisation) and the Custom Fields appear. You can edit directly in a Custom Field’s cell as it allows you to add or edit the value. Typing return or tab will save the data to the server.
Sort By
This allows you to determine the sort order of the clients as you search for them. The Client ID will return clients in descending order while all other choices are in ascending order.
Limit
Controls the absolute number of clients that are returned on each search. Type a number to return a maximum of that many clients or leave it as zero to return every matching client.