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Searching Company Schedules

When you click the Find button on any form the Find form will open.  You will see tabs available, which change the search criteria.  This gives you the most flexible way to search for, or find, the specific record you are looking for.  Once you have narrowed your search down to one record, or a smaller list of records, you proceed to either "Find Selected", or "Find All Listed" buttons.

 

For a more detailed description of using the Find form, look under the index topic "Find".

 

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

Bullet PointThe Find Selected button will transfer the one record (and all the data in that one record that meets all the criteria you have sorted for) to the form you are working on--say the Customer form, for example.

Bullet PointThe Find All Listed button will transfer all of the records and all the data in each record that you have sorted in the Find form from the Find form to the form you are working in--say the Customer form, for example.

Bullet PointThe New button will bring you to the appropriate form to enter a new record.  For example, if you are working on Customers, clicking on the New button will bring up the Customer form where you will be able to enter New Customer data.

Bullet PointThe Export button will allow you to export the search results to your desired file type namely:  HTML, PDF, RTF, Text and Excel.

 

Closing the Find Form

One way you may exit the Find form by selecting the records you were working on in the Find form and return to your initial form.  This may be accomplished by clicking on the Find Selected or Find All buttons.

The other methods of exiting the Find form follow: pressing the F12 key, the End key, Alt C keys, or clicking on the X box in the upper right hand corner of the form.

 

Other Useful Tips

Note that you may use keystrokes to operate almost all of the options in the Find form. For example, to open the City tab, you may depress the Alt and the letter "Y" keys since the underline of the letter "Y" in the title of the City tab indicates this is possible.