This section explains how to use the Find command to locate accounts and transaction records quickly.
NOTE-- The Find command is included in all versions of Goldenseal small business software.
The Find command locates all records that match the contents of any field.
For example, to find calls for a certain date, follow these steps:
If the call you want is not showing, click the right side of the browser to see the other calls for that day.
Viewing Found Records
When you use the Find command, Goldenseal remembers which records have been found, and continues to display only those items until you use the Find or Find All commands to change them.
HINT-- You can use the Find command to locate just some items to print or include in a report.
Use the Find command to locate records that have specific text in any text field.
Goldenseal uses special search characters the determine how the text is matched.
Goldenseal lets you find records that are within a range of values in any text, clairvoyant, number, money, time or date field.
Goldenseal allows the following simple comparisons:
For example, to find calls made on or after October 10, 1999, follow these steps:
To find all items between two values, type .. or ... (two or three periods) between the values.
For example, to find calls made between October 10 and 14, follow these steps:
HINT-- when you enter a range, Goldenseal finds all values that are equal to either side of the range, or between the two values.
The Find window includes a Find Panel with several check boxes that let you refine the way a Find proceeds. They will help you to find special groupings of records, that you can't find without them.
HINT-- The Find command is very useful, and it is worth the effort to learn all the ways it can work!
To find an unusual combination of records, you may need to perform several Finds with the Omit, Find Within and Find Also options, or use the Skip commands to remove some items from the found set.
Sometimes it takes some trial and error to get exactly what you want!
When you find records that have a breakdown table, you can find values in any table column, the same way you'd find values in any other field.
To find values in a breakdown table, follow these steps:
When you enter table values for a find, Goldenseal will include a record if any row in that record has the requested value in the selected column.
Use the Flag box to put any group of items into a found set-- even ones that cannot be found easily with the Find and Skip commands. The flag box is located in the lower left corner of each transaction and account window.
For example, to create a list of all phone calls made and all phone calls received, follow these steps:
Goldenseal keeps an index of some field values in account and transaction records. An index makes finds much quicker when you have large numbers of records (Goldenseal can look at the index instead of fetching thousands of records from your hard drive).
If you frequently use the Find command on some fields when you have thousands of records, you can use the Custom Layouts command to index those fields. The index makes your file slightly bigger, but it also allows you to find values in that field much more quickly.
Once you have found a group of records, you can do several things with it:
Goldenseal remembers the current set of found records-- it will remain in the that order until you do another Find, or use the Find All command to find all records.