In the desktop version of Abtrac, Abtrac 5 there are three options for finding Client and Project details.
Find Contact is a quick and simple pop-up, useful when you know what you are looking for.
The Search screen allows you to preview a wide selection of Clients, Contacts and Projects data. It also links to the Projects Snapshot Summary which is a handy quick view of the latest timesheets, invoices, notes and work planning for a project.
Browse Projects is focused more at the project than the client level and includes current WIP details and Project Listing reports.
This article is for Abtrac5 follow this link for the AbtracOnLine version
Find Contact has three search options: by Contact/Client Name, by System Code, or by Job/Project Code.
Start entering the name or number in the relevant field and the system will auto-fill with results if a match is available. Alternately you can scroll through and pick your record from the entire list by choosing the dropdown arrow.
Search is where most people start when using Clients, Projects and Contacts. You can set the Search Screen to open when Abtrac starts up for all users from System Management > Miscellaneous Properties.
Alternately from Log In > My Settings you can choose to open the search screen upon opening Clients, Projects and Contacts for individual users.
You can search for : Client/Contact Name, System Code, Project Code and Description, Project and Client Owners, Project Type and Status, Order Number, Clients Name on Invoice and Address details.
The search range and sorting can be adjusted using the search criteria options.
- The system will also search for people (if you choose to “Include Person in results”.)
- By default the search results display for Current Clients and Projects.
- Double Clicking on a search result or clicking ‘OK” will take you directly to the Client or Project, depending on which option is selected.
- If you use User-defined fields or Site Fields you can also search for these custom fields
- You can sort the search results by the 13 main search options.
There are 40 fields available to display in the Search Query Results and like User Control Settings you can adjust the sort order and column width for all of the fields that display in the search results table.
The Control Settings are within the Search Screen. Just choose “Select Fields to Display” to adjust the layout of the Search Query Results Table.
Select the field from the dropdown list choose a sort order for it to display within the table and choose a column width. The results table has a horizontal scroll bar so there is no limit to the table width.
For each of the search categories you can either enter a name (or partial name) to search for. You can enter search options in more than one field to further refine your results.
Tab or Enter to display or refresh the search results. Double clicking on a highlighted result (or clicking ‘OK’) takes you directly to that record.
From Search you can export to excel a copy of your results.
It’s best not to select Export unless you have completed a search, otherwise it will export a list of all your Clients and Projects.
From the search screen you can also run an onscreen Project Snapshot by choosing View Summary.
The Projects Snapshot Summary is a handy quick view of the latest timesheets, invoices, notes and work for a project. It also includes a list of all the invoices to date for the project.
This screen is read only and is used as a quick “all-in-one” view of a project to date.
Browse Projects, Contacts and Notes is focused more at the project than the client level and includes current WIP details and Project Listing reports.
Abtrac KB# 2044