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The Search Grid

How to Search
Using the navigation tabs at the top of the screen, select “Search”. "Search" is where the Records in your system can be found. Next, s...
Fri, 28 Aug, 2020 at 2:41 PM
Advanced Searching Techniques
Previously, we looked at how to conduct a Basic Search. This article will build on that and show you how to really narrow your data down to increasingly...
Tue, 14 Jul, 2020 at 1:32 PM
Editing free text fields in the Search Grid
You can easily edit free text data in the search grid, making it easy to edit a large amount of data quickly.  Simply double click in the text field you...
Tue, 4 Aug, 2020 at 9:26 PM
Search Views
After applying your search parameters, there are 3 different ways you can view your search results - in the grid, a chart view and on a map, for any records...
Sat, 11 Jul, 2020 at 10:20 AM
Copy and Paste Data from Search Grid
The Search Grid allows you to quickly Copy and Paste Data. This is a particularly useful feature to quickly pull data from the system. First, click on any ...
Sat, 11 Jul, 2020 at 10:20 AM
Reporting from the Search Grid
If you've filtered your data in the main search area and are ready to run a report, you can jump to the reports area with your search already populated...
Fri, 7 Aug, 2020 at 7:54 PM