At the top right of the main menu is the Quick Search textbox.
Quick Search allow us to quickly search records from Clients, Sessions, Case Notes, Invoices and Expenses. The search uses a matching algorithm where a search key is considered to successfully match a token if and only if that search key is a substring of the token. That is, the search key b will match all tokens with a letter b in them.
For Clients, the tokens that are used for matching are: Name, Phone, Email, Client Groups
For Sessions: Client Name
For Case Notes: Title, Client Name
For Invoices: Invoice Number, Client Name
For Expenses: Expense Type, Description
The search key b will:
return all Clients records that has a letter b in Name, Phone No., Email or Client Groups; and it will
return all Sessions records that has a letter b in Client Name.; and it will
return all Case Notes records that has a letter b in Title or Client Name; and it will
return all Invoices records that has a letter b in Invoice Number or Client Name; and it will
return all Expenses records that has a letter b in Expense Type, or Description.
Below are screenshots to exemplify the search. Suppose we type b in the Quick Search textbox and press Enter.
All matching records are then returned.
A View All button is displayed If there are more than three records returned. Clicking on it will display all the matching records.
At the top of the output are six buttons to use for filtering.
These are labelled:
All, Clients, Sessions, Case Notes, Invoices, and Expenses.
Clicking on the Clients button will filter all the matching Client records.
In this example, four records are returned.
The first record matches with Name: Barry King
The second record matches with Name: Boy Amante
The third record matches with Email: firstname.lastname@example.org
The fourth record matches with Name: Travis Beckle
By just leaving the Quick Search box empty and then hitting the Enter key, will display all the records of Clients, Sessions, Case Notes, Invoices and Expenses.
Suppose we would like to search for a record that is/are related to the word cold, then we type the search key cold in the Quick Search textbox and hit Enter.
We see that a Case Notes record is matched. Click on the record to open it.
We see that the search key cold is matched with the Title Need a very cold room.