Search Clients, Contacts & Jobs(Projects)

In AbtracOnLine you can search and quickly access a range of job(project) related data from Clients, Contacts & Jobs >> Search Clients and Jobs.

The Search screen allows you to preview a wide selection of Clients, Contacts & Jobs(Projects) data.

It is also a handy place to browse information before drilling down to specific client details.

AbtracOnline This article is for AbtracOnLine, follow this link for the Abtrac 5 version

‘Off the shelf’, the Search screen displays the following fields : Client/Contact Name, Job Description, Job Owner, Job Creation Date, Job Code, Job Type, Job Status, and Job Comment.

You can change the display order of these fields from Administration >> Settings >> User Control Settings >> by choosing the  ‘Contacts and Jobs – Search’ page

Here you can also add Contact Owner, Address details, Diary Notes etc. to your default view. You can also change the position and widths of your chosen fields within the search table.

Search

For each of these search categories, you can either enter a name (or partial name) to search for. You can enter search options in more than one column to further refine your results.

Results will display automatically after typing or filtering with the search boxes. Clicking on the Contact Name or Job Code will take you directly to that record.

Typing ‘street’ in the job description will bring up all jobs that include that word . For a more inclusive search, you can enter a partial word, eg. typing ‘st’ will include more results.

Searching in more than one field refines your results. e.g. typing the Contact Name and Job Description eliminates results from other clients. You can clear the current search with the ‘x’ at the left of the search bar.

Filter and Sort

You can also filter search results in the Job Type and Job Status columns.

 

 

Choose how results are sorted by clicking on the relevant header. A black arrow will then display to indicate the current sort order.

Search options and criteria

By clicking on the search icon you can further refine how the search is run. ‘Contains’ is the most common search method but you can change these options for individual searches.

The default search setting will show current clients and jobs only, you can amend this by selecting the search criteria option at the top of the search screen.

Abtrac KB# 2042