To access this section, click the ‘Companies’ tab from anywhere within the system.

 

The keyword / ref search is a free text search box that enables you to search a person’s record for specific criteria. It will search for words within the fields of the record and can also search for words within files held against records e.g., on a CV. Use the check boxes below the search bar to determine which fields are searched within a record. Options include:

  • Files
  • Name
  • Email
  • Address
  • Phone

 

To really narrow your search, you can choose to build up a string search using the following rules:

  • Use a series of brackets alongside the words 'AND' and 'OR'
  • Use ‘NOT’ to discount certain records

 

Graphical user interface, text, application Description automatically generated

 

Please note, you must check the 'Use String Search' checkbox to perform this type of search.