There are various ways to search in lists.
This article contains the following sections:
- Selecting a View
- Searching in Lists using Filters
- Search in Jobs List using the Search Field
- Custom Fields in Jobs List
Selecting a View
At the top of the Jobs list is a drop-down which shows the Views that can be selected for that list. The options available for a view is specific to what displays in the list. There a default view which appears at the top of the View selector with a divider below it to indicate this is the default view.
Depending on how this has been set for your own practice, the view you select in a particular list will be the default for the rest of the session and also when you logout and login again. This means that when a view has been selected, when you display another list and then return to that list, or logout and login again, the same view will be initially selected in the drop-down. Refer to Sticky Views.
You can also create custom Views. Refer to Saving Changes to a View in Using the Jobs Lists with New Lists and Saving Changes to the View Layout, Modifying and Deleting Views.
Searching in Lists using Filters
- You can use the Filters to perform searches such as for the Job name. Refer to Using Search in the Filters in Sorting and Filtering Jobs List with New Lists.
- To search on a text column, such as Name, you can filter the column. This allows you to search on an "Exact" match or a match that "Contains" your search text. Refer to Filtering on Text in Sorting and Filtering Jobs List with New Lists.
- Custom Fields can be useful as an additional way to filter the information. Refer below to Custom Fields in Jobs List.
Note: If a view has been saved with search criteria from the legacy lists, the search criteria is added as a filter for the Name column and set as "Contains".
Search in Jobs List using the Search Field
You can use the Search field at the top of the Jobs lists to search for Jobs.
- Type the search criteria in the Search field.
- Press the Enter key.
In the Jobs list, the search will find text in the Job Name, Client and Job State. It also searches in these columns if they are not currently displayed.
- The search text is not case-sensitive.
- If you type part of a word, this can be anywhere in the text. For example, searching for the text "quarter" will find Jobs with "quarter" in the name and Jobs with "quarterly" in the name.
- You can search for multiple words. For example, you can search for "individual tax".
- You can search for parts of multiple words, for example, if you search for "man rep" this will find occurrences of "management reports".
- Search will find instances that are plurals. For example, searching for "account" will also find "accounts"
- Search will not find singulars. For example, searching for "reports" will not find "report".
Clearing the Search Text
To clear the search, click the X next to the search criteria, or delete the search criteria and press the Enter key.
Custom Fields in Jobs List
If you have set up Custom Fields in your practice management software, or UDFs in GreatSoft, or added Custom Fields directly in FYI, you can include these as columns in the Jobs list. You can then sort or filter on the Custom Field column.