New Lists for Jobs and Tasks lists is a Beta release.
For information on how to search using New Lists in Documents and Clients lists, refer to:
For Jobs and Tasks lists, the following details to search if you are part of the Beta release for New Lists.
This article contains the following sections:
- Selecting a View
- Searching in Lists using Filters
- Search in Lists using the Search Field
Selecting a View
There are various ways to search in lists. At the top of relevant lists 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 New Lists - Using the New Lists Layout - Beta 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 Client name. Refer to Using Search in the Filters in New Lists - Sorting and Filtering - Beta.
- In Documents, Clients and Tasks view, you can filter the Document or Client Name, or the Task Subject. This sets the the search on a match that "Contains" your search text.
In Documents lists, setting a Filter on the Name or Reference Number column also adds this to the Search field.
In Clients list, setting a filter on the Client Name, Email Address, Export Code or Client Code adds this to the Search field.
In Tasks list setting a filter on the Subject adds this to the Search field.
In the Jobs list, you can filter the Job Name either on an "Exact" match or a match that "Contains" your search text. Setting a filter on the Job Name adds this to the Search field.
Refer to Filtering on Text in New Lists - Sorting and Filtering - Beta.
- Custom Fields can be useful as an additional way to filter the information.
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". If the search criteria does not relate to the Name column, the view must be re-saved with the search criteria added as a filter to the relevant column.
Search in Lists using the Search Field
You can use the Search field at the top of the Documents, Clients, Jobs and Tasks lists to search for Documents, Clients, Jobs and Tasks.
- Type the search criteria in the Search field.
- Press the Enter key.
This searches through the relevant columns in the currently displayed in the list.
In Documents lists, this will find text in the Document Name, FYI Reference Number and Keywords.
In the Clients list, the search will find text in the Client Name and will also find the text if it is all or part of the Email address, Client Code or Export Code, and also searches for these if they are not currently displayed. In the Clients list, the search criteria is also automatically added as a Filter for the Name column.
In the Jobs list, this searches for the text in the Client, Job Name and Job State and also searches in the 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 when searching in Documents lists, searching for "end" will find "Year end" or "Year ending" and will also be found in "Tender". When searching in Clients list, searching for "all" will find a client "Allport" in the name and a client with "Marshall" in the name.
- You can search for multiple words. For example, you can search for "financial statements".
- Search may also find instances that are plurals. For example, searching for "statement" will also find "statements"
- Search will not find singulars. For example, searching for "statements" will not find "statement".
- Searching for numbers may also find the in the date fields.
- When searching in Documents lists, if Keywords and/or Tags are displayed in the list, this searches through Keywords but not Tags.
- In Documents lists, in the same way as with legacy lists, you can use the Content Search button to perform a text search within the content of emails, phone calls, file notes and meetings.
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.