Search window

From Customers, select Manage customers, and click Find
Note: You can press Ctrl+F to open the Search window (perform a Find) only when the Manage customers window is not in edit mode and you are not in a single-instance, user-defined tab.
Drop-down list
Click the drop-down arrow to display a list fields on which you can search.
- ID - Returns the record for the ID specified, for example, 301.
- Name - Returns all records that meet the search criteria. For example, to search for all customers whose last name begins with Ski, enter SKI. To search for all customers with last name Skinner and first initial J, enter SKINNER, J.
- Company - Returns all records that meet the search criteria. For example, entering PRO will return all records where Name.COMPANY_SORT begins with Pro.
Note: The company search feature is based on COMPANY_SORT, which uses the first 30 characters of the company name.
- Only Company - Returns company records only. For example, entering PRO will return all records where Name.COMPANY_SORT begins with Pro and Name.COMPANY_RECORD = 1.
Note: The company search feature is based on COMPANY_SORT, which uses the first 30 characters of the company name.
- Major Key - (Optional) User-defined field used for record searches. This option returns all records that meet the search criteria. For example, entering 526 will return all records whose Name.MAJOR_KEY starts with 526. The major key field is prefixed with the prompt configured by your administrator.
- Member Type Code - Returns all records that meet the search criteria. For example, entering N will return all records whose Member Type code starts with the letter N.
Note: If you are using Acquisition Management to import records, the Imported List Code will display in the Member Type Code field.
- Indexes - (Optional) Any of four data fields defined by your administrator to be used for searching. This index sorts the records according to the data in the specified field. For example, if your administrator designates
- Chapter - Returns all records of those who have been billed dues for the chapter you enter as the search criteria (the full chapter name is required). For example, entering Travis will return all records where Subscriptions.CHAPTER is equal to Travis.
- Committee - Returns all records that meet the search criteria. The full committee name is required. For example, entering Technology will return all records where Activity.OTHER_CODE is equal to Technology
- Task Date - Returns all records that meet the search criteria.
For example, entering 09/21/2000 will return all records where Activity.TICKLER_DATE is equal to 09/21/2000. - Ad Hoc - Opens the Select Search Instructions window that enables you to enter search criteria to select specific records.
Equals
Use this field to enter the search value. The prompt for this field will change depending on the search criteria shown. For example, when Name is chosen, the prompt displays as Begins with:
Include acquisitions in search
Enable this option to include acquisitions from the Prospect table in the search. This option displays only when iMIS is licensed for Acquisition Management.