Compound Searching
Utilizing the 'Find' button on the Names, Companies, or Job Orders screen allows you to perform multiple field searching. This button is located in the upper right corner of the screen, with the alphabetical tabs.
Or combine multiple field searches with text searches on the 'Advanced Tab' of the Name Search, Company Search, or Order Search buttons on the Search Tab. The 'Find' button on the Advanced Tab will presents you the 'Query Builder'.
NOTE: All searching is non-case sensitive, no capitalization is necessary!
The type of search I wish to perform is:
Field Searches
NOTE: All styles of field searching allow you to search for more than one item of a particular category by separating the values you wish to search by a comma. For example, state like 'oh, ca' searches for items with the state field populated with Ohio or California.
Simple Single Field Searching: Name Screen View
1) Click on any button coinciding with a field on the Companies, Names or Job Orders screen (i.e. State, Zip, First Name, Company Name, Title, etc.)
2) Type in the item(s) you wish to search. For instance, if you want to find all the names in the database from the state of Ohio, click the 'State' button on the Names screen and type 'oh' in the search text field.
3) Click 'OK'. Under 'Delete' on the Names screen, you’ll notice '1 of 36', or however many names the system found in Ohio.
Simple Single Field Searching: List View
1) Go to the Search tab
2) Click 'Name List'
3) From the 'Select List Options' screen, use the dropdown arrow in the field under Field; select the field you want to search. (Ex. 'State')
4) In the field next to 'Like', type in the item you want to search. (Ex. oh)
5) Click 'OK'. You will be returned with a list of search results.
NOTE: To sort your results by a particular field, use the Sort field to do so. You may also choose whether you want your results returned to you in ascending or descending order with the select dots available.
Simple Single CUSTOM Field Searching:
NOTE: Whenever searching for custom fields you MUST use the 'Find' button.
1) From the Names, Companies, or Job Orders screen, click the 'Find' button. You will be presented with your Multiple Field Query Builder.
2) Select the search select dot titled 'Search By Custom Fields Only' in the lower left-hand area of the screen.
3) Click the dropdown arrow in the database field and select the custom field you wish to search from the list.
4) Move on to the Operator Selector. Use 'Like' or one of the list of operators located under the dropdown. (<, >, =, etc.)
5) To select the Requested Value, either type it in or click the '…' button to the right of the requested value field and select from the list of items presented to you.
6) Click 'OK'. You will be taken back to the Names screen and the results will be under the 'Delete' button.
NOTE: Whenever searching for two or more different fields (Ex. State like Ohio and Title like Sales) you MUST use the 'Find' button.
1) From the Names, Companies, or Job Orders screen, click the 'Find' button. You will be presented with your Multiple Field Query Builder.
2) Use the dropdown arrow next to 'Last_Name' in the Database Field to select from a list of fields from the Names Screen.
3) Select the field you want to search. (Ex. 'State')
4) Move on to the Operator Selector. Use 'Like' or one of the list of operators located under the dropdown. (<, >, =, Is null, etc.)
5) In the Requested Value field, enter the item you wish search. (Ex. 'oh' for Ohio)
6) Click 'Add Criteria And'. The sentence (Ex. Candidates.State Like 'oh*') will appear in the Query View.
7) Determine the next field to search by clicking again on the dropdown arrow in the database field.
8) Select the field you want to search. (Ex. 'Title')
9) Select your operator. (Ex. 'Like')
10) Enter the item you wish to search in the Requested Value field. (Ex. 'sales')
11) Click 'Add Criteria And'. The second sentence (Ex. Candidates.Title Like 'sales*') will appear under the first in the Query View.
12) Click 'OK'. You will be taken back to the Names screen and the results will be under the 'Delete' button.
NOTE: All multiple field searches will be presented to you initially in Name Screen View. To see them in List View, after performing the previous steps…
1) Go to the Search Tab
2) Click 'Name List' (or 'Company List', 'Order List')
3) Click the 'Use Advanced>>' button on the 'Select List Options' screen. You’ll recognize the two search strings presented to you…
Candidates.State Like 'oh*' and Candidates.Title Like 'sales*'
4) Click 'OK'. You will be presented with a list of the same items you just viewed in Name Screen View.
Multiple CUSTOM Field Searching:
NOTE: Whenever searching for custom fields you MUST use the 'Find' button.
1) From the Names, Companies, or Job Orders screen, click the 'Find' button. You will be presented with your Multiple Field Query Builder.
2) Select the search select dot titled 'Add to Query Above' in the lower right-hand area of the screen.
3) Click the dropdown arrow in the database field and select the custom field you wish to search from the list.
4) Move on to the Operator Selector. Use 'Like' or one of the list of operators located under the dropdown. (<, >, =, etc.)
5) To select the Requested Value, either type it in or click the '…' button to the right of the requested value field and select from the list of items presented to you.
6) Click 'Add Criteria And'. A search string (Ex. (Fname = 'Language fluency' AND Ftext Like 'Spanish*')) will be added to the Query View.
7) Repeat Steps 3, 4, 5, and 6 with further items and values.
8) Click 'OK'. You will be taken back to the Names screen and the results will be under the 'Delete' button.
NOTE: All multiple field searches will be presented to you initially in Name Screen View. To see them in List View, after performing the previous steps,…
1) Go to the Search Tab
2) Click 'Name List' (or 'Company List', 'Order List')
3) Click the 'Use Advanced>>' button on the 'Select List Options' screen. You’ll recognize the search strings presented to you.
4) Click 'OK'. The same group of items you just viewed in Name Screen View form is now in List View.
Multiple Field Searching Utilizing Pre-Defined AND Custom Fields:
NOTE: Whenever searching combined pre-defined and custom fields (Ex. State like Ohio and Language Fluency like Spanish) you MUST use the 'Find' button.
1) From the Names, Companies, or Job Orders screen, click the 'Find' button. You will be presented with your Multiple Field Query Builder.
2) Use the dropdown arrow next to 'Last_Name' in the Database Field to select from a list of fields from the Names Screen.
3) Select the field you want to search. (Ex. 'State')
4) Move on to the Operator Selector. Use 'Like' or one of the list of operators located under the dropdown. (<, >, =, Is null, etc.)
5) In the Requested Value field, enter the item you wish search. (Ex. 'oh' for Ohio)
6) Click 'Add Criteria And'. The sentence (Ex. Candidates.State Like 'oh*') will appear in the Query View.
7) Select the search select dot titled 'Add to Query Above' in the lower right-hand area of the screen.
8) Click the dropdown arrow in the database field and select the custom field you wish to search form the list.
9) Move on to the Operator Selector. Use 'Like' or one of the list of operators located under the dropdown. (<, >, =, etc.)
10) To select the Requested Value, either type it in or click the '…' button to the right of the requested value field and select from the list of items presented to you.
11) Click 'Add Criteria And'. A search string (Ex. (Fname = 'Language fluency' AND Ftext Like 'Spanish*')) will be added to the Query View.
12) Click 'OK'. You will be taken back to the Names screen and the results will be under the 'Delete' button.
NOTE: All multiple field searches will be presented to you initially in Name Screen View. To see them in List View, after performing the previous steps…
1) Go to the Search Tab
2) Click 'Name List' (or 'Company List', 'Order List')
3) Click the 'Use Advanced>>' button on the 'Select List Options' screen. You’ll recognize the two search strings presented to you…
Candidates.State Like 'oh*' and (Fname = 'Language fluency' AND Ftext Like 'Spanish*')
4) Click 'OK'. You will be presented with a list of the same items you just viewed in Name Screen View.