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Enter the Search Criteria Options
| Field | Description |
|---|---|
| Search Name Field | Search name applicable to the search. Options include:
|
| Name | Search for part or all of the client name. |
| Entity Role | Filter the search results based on entity role. |
| Client Number | Search for part or all of the client number. |
| Industry | Filter the search results based on industry. |
List and Buttons
| List / Button | Description |
|---|---|
Search Results List | Lists the results of the search based on the entered criteria. |
| Search/Refresh Button | Performs a search based on the search criteria, |
| Clear Button | Clears the search criteria and results so that a new search can be performed. |
| Select Button | Sets the selected search result making them the current client. Will close the search screen. |
| Close Button | Closes the search screen without changing the current client. |
Performing an Entity Search
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- Search Anywhere Within Field Button (
): allows users to search for the value entered anywhere within the name. For example, entering 'ma' into the Search Name field with this button selected would result in both ‘Mathew Smith’ and ‘John Mackintosh’ displayed in the Search Results list. Without this, users would only see ‘Mathew Smith’ in the list. - Clear Field Button (
): clicking this button will clear the field. - Select All Company Data Button (
): located in the dialog toolbar, clicking this button allows users to search for clients across multiple databases (for example, if an organisation is split into two companies or two divisions). This only applies to users who have permission to view other databases. - The Search dialog will remember the last search options performed by a user.
Important: If users access a client from another database, this means you have been logged out of the current database and logged into the second database. The status bar at the bottom of the TFS screen displays which database (context) the user is logged into. |
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