How To Search For Records
There are several ways to search for records in your database.
The first two methods can be used when a list is displayed.
These methods work for any list that you are viewing anywhere
in your Collect! system.
Finding A Record Based On A Single Criterion
Whenever you display a list, your cursor will appear on the
first field in the list. For example, when displaying the Debtor
list, your cursor will appear on the Debtor Name field.
If you start typing the name you are looking for, Collect! will
start searching through the list for a record matching the name.
If it finds a record containing what you typed, the first
matching record will be displayed in the list.
The Debtor Name field is indexed and the search should
complete very quickly. If the field is not indexed, Collect!
will have to scan through the complete list to find a matching
record. In this case, you will see a message at the bottom
right of the screen indicating that Collect! is searching. If you
press any key while it is searching, Collect! will cancel the search
and display a message to the effect that the 'Scan was
canceled by the operator'.
To search on another field, press the Tab key until the cursor
is flashing on that field. If you search on the Debtor Number,
the process is a little different due to the fact that the debtor
number is a numeric field. Collect! can't find a match on a
numeric field until all numbers have been entered. For example,
if your Debtor's Number is 10021, then you will need to type
the complete number for Collect! to find the record in the
database. This is simply because the field is a number, and
Collect! processes numbers differently from text.
This type of quick search is available on every list
in the system.
Finding Multiple Records With One Or More Criteria
You may want to search for records based on more than one
criterion. When you are displaying a list, press F6 (Find) to
open the Edit Search Criteria window. Press F1 for help on
using this form.
This type of search capability is available in all lists in the
Indexed fields are displayed with a prefix [#] in
the Field column. Searches on these fields will go faster than
searches using non-indexed fields.
Collect! remembers your search criteria. If you enter something
into the Edit Search Criteria window, and Collect! can't find the
record, pull down the Edit menu and choose ' Clear Search Criteria'
to reset your options.
Quick Search And Browse Find By
You can also use the Quick Search feature from the Main Menu
to search for records, or use Browse, Find By options from the
top menu bar.
Each type of information that you are using for your criteria
has its own searching guidelines.
Select Browse from the top menu bar and then select
Find By from the drop-down choices. Select the criterion you
wish to use and Collect! will display yellow box help with
searching tips for you. You can use these same tips when
using the Quick Search feature.
- Select Record