Searching

Search filters can be used to limit the list of displayed customers by specifying certain search or filter criteria. Adding a filter of "M" to the name would effectively hide all customers who don't have a name starting with the letter "M".

Searches are not case sensitive so "Paul", "paul", and "PAUL" will all behave in an identical manner.

The main method used to limit the list of customers is the "Search by name" filter. When the Search tab is first displayed, typing the first few letters of the customer's name will filter the list until only the customer you're searching for is displayed. The "Search by name" filter is selected ready to use when the Search tab is displayed. Simply start typing to begin searching. The filter is applied in real time meaning the list is filtering instantly as each letter is entered.

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"Search by name" is selected automatically when the Search screen is first displayed. Start typing to filter by name.

"Perry Chilton" has phoned and requested a Blu-ray copy of his skydive in Full HD.

Our database contains 410 customers, but only 13 start with the letter "p" so typing this in the name filter, instantly limits the search to 13 customers.

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Typing the letter "p" instantly filters the list to display only customers starting with the letter "p"

We're searching for Perry, so add the second letter "e" and the list is down to just 4 customers. We can see Perry in the list but it would be quicker to keep going.

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Adding the letter "e" instantly filters the list to display only customers starting with the letters "pe"

We're searching for Perry, so add the third letter "r" and the list is down to just the customer we're searching for, "Perry Chilton". Take note the first customer in the list is selected automatically. At this point, to Open "Perry Chilton", we can click the Open button or press Alt + n.

Four key strokes to find and open an existing customer from a list of 410. That's pretty easy and the filtering process is instant with this many customers. Testing with 20,000 customers was a little slower to load although perfectly responsive. 100,000 customers slowed the initial load down to about 10 seconds but the filtering was still fast. A million customers wasn't brilliant but we'll have a solution by the time you've done that many jumps.

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Adding the letter "r" instantly filters the list to display only customers starting with the letters "per"

"Perry Chilton" is selected. To burn a Blu-ray disc, click the Open button, the Burn tab is displayed automatically, select Blu-ray and click the Process button. Nice!

Wild card searches are also supported. Using an asterisk at the start of the search term indicates the start of the name can be anything.

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Searching by *z indicates any name containing the letter z

This is a useful technique to remember if you only have the family name. Typing "nicolosi" returns empty because we don't have any customers whose first name begins with 'nicolosi'. Typing "*nicolosi" returns two customers, father and son, whose surname is Nicolosi.

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Asterisk wild card used to find customers with the surname of Nicolosi.

Searching by name is the most common method of finding customers but we can also use the sorting functionality of the columns to further refine our searches. Click on any column header to sort the entire list by the selected column. Click the column header again to reverse the sort order.

With our list filtered to customers starting with the letter "p" we can see the sorted results clearly. Clicking on the Name column header, sorts the list alphabetically by name. A little arrow appears in the column indicating the list has been sorted alphabetically ascending or up.

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Customers filtered by the letter "p" and sorted in ascending order by name

Clicking on the Name column header a second time, reverses the sort order. The little arrow flips over indicating the list has been sorted alphabetically descending or down.

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Customers filtered by the letter "p" and sorted in descending order by name

Clicking on the Skydive date column header, sorts the list chronologically by skydive date. A little arrow appears in the column indicating the list has been sorted by date ascending or up.

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Customers filtered by the letter "p" and sorted in ascending order by skydive date

Clicking a second time in the Skydive date column header reverses the sort order. A little arrow flips over in the column indicating the list has been sorted by date descending or down.

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Customers filtered by the letter "p" and sorted in descending order by skydive date

Finding customers who have not been uploaded to YouTube is as simple as sorting on the YouTube column.

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We only have two customers who have not been uploaded to YouTube.

If the column you wish to use in the search is not displayed, it can be added using the Columns button.

Columns can be resized by hovering the mouse over the column separator and then dragging the column to the desired size.

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Changing the size of columns

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The skydive date column has been resized.

The order of columns can also be changed by dragging the column header to a new position.

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Changing the order of columns.

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Column positions have been changed.

The visibility, size and position of columns will be remembered and applied whenever the search tab is displayed.

To reset the Search columns back to their defaults, select Search from the "Default columns" item in the Tools menu.

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Reset the Search columns to their default size and position.

Searching for customers should be completely covered using the "Search by name" filter, and sorting by any column but for more advanced searches, we also have the ability to apply custom filters to any column.

The section on Filters provides more information on applying search filters to any column using the Filter button.

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Applying search filters to any column.