Add a Field

When clicked, opens the Field Chooser. From here, you can select any field your system administrator has enabled for advanced searching. The available fields display in their folders as determined by your application’s folder structure. Based on your organization’s security settings, you can explore fields three levels deep in the table structure.

By double-clicking a field, you can add it to the data grid on the bottom of the Field Chooser screen.

Once you finish adding the field(s) to the Field Chooser data grid, click Apply to add the fields to your Advanced Search Settings grid. Click Close to cancel the addition of any selected fields.

If you have added several search fields and they now take up more than half of your search screen, talk to your administrator. They can change the layout of the search fields so wrap in columns, and you can fit more criteria in a smaller space. Once that change is made, all users will see the selected number of columns when they open this screen.

Restore Defaults

When clicked, you can remove any advanced search settings you placed on the screen’s search settings and return the settings back to their defaults. Any changes you made to the search settings are lost.

Up/Down Arrows

By selecting a field from the Advanced Search Settings grid and clicking either the up or down arrow to the right of the grid, you can move that field’s display order on the search screen. For example, moving a field up one level makes that field appear higher in the Search Parameters section of the search screen.

Save

When clicked, it saves the advanced search settings you modified on the Advanced Search Settings screen and returns you to the search screen.

In order to see your advanced search settings implemented, you must refresh the search screen. This can be done by hitting F5.

Cancel

When clicked, any changes you made to the Advanced Search Settings screen are discarded and you return to the search screen with no changes implemented.

Data Grid Elements

Field Title

Defaults to the field name selected from the Field Chooser. Display order of the field titles determines the display order of the fields in the Search Parameters section of the search screen and the column layout of the Search Results data grid.

How to Search

Defaults based on the type of field title associated and further determines how the entry into the Search Parameter affects the search results. See below for notes to keep in mind when modifying this data grid element.

If a user selects fields from either the DEMOGRAPHICS or RELATIONSHIPS folder, the system will create an "EQUALS" join operator, which means that unless the customer record has a demographic or relationship record, respectively, the system will not display the customer record in the search results. For example, if the individual or company record does not have at least one demographic or relationship record, respectively, that individual or company will not display in the results grid.

Default Value

Defaults to null for all. Determines the value that displays as default for the associated field name in the Search Parameters section of the search screen.

Sort Order

Defaults to 0 for all. Determines the order in which the fields filter out the search results.

Show in Search

If selected, the associated field title appears as a Search Parameter on the search screen.

Show in Results

If selected, the associated field title appears as a column in the Search Results data grid of the search screen.

Remove

If clicked, deletes the associated field title from the Advanced Search Settings grid. To add the field again, click Add a Field and select the field from the Field Chooser window.