There are two methods that can be used to search records within a grid:
| • | The Search tool (available within certain Modules) |
| • | Incremental Search (available within certain columns of certain grids) |
Using a Module's Search Tool
There are four modules with Search tools: Clubbers, Leaders, Check-in and Inventory. The Search tool allows easy filtering of the grid to show only rows that match what is typed in the Search field. In the Clubbers, Leaders and Check-in Modules, the filter works on the First, Last, or Preferred name fields. In the Inventory Module's Item grid, it works on the Item # or Description fields. To use the tool:
| 1. | Type the text to search for in the Search text field. |
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When searching for a clubber, type the surname (last), then the first name (i.e. Uppenheim, Kim). The search will not work if the first name then the surname is entered. (i.e. Kim Uppenheim).
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| 2. | Press Enter or click the Perform the Search button. All matching rows are displayed in the grid. |
| 3. | To restore the grid, clear the text from the Search tool, then press Enter or click the Perform the Search button. |
Doing an Incremental Search
Many grids allow quickly jumping to a record by typing while in the grid. The Clubbers, Leaders, Households, Ledger, and Awards grids allow incremental searching by Last Name (but not First Name). The Check-in grid allows incremental searching by Last Name or First Name based on which column has focus. The Inventory grid allows incremental searching by Item #. To do an incremental search:
| 1. | Click anywhere in a grid that has incremental searching capabilities. |
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On the Check-in List grid, click in the First Name column or the Last Name column.
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| 2. | Start typing either a name or an item number, depending on the grid. The grid will scroll to the first row that matches and the row will be selected. |
| 3. | To start a different incremental search, press Esc before typing again. |
