Advanced Find Options

This section explains how to use some additional features in the Find command that give you more options for locating accounts and transaction records quickly.

Find Panel

When you use the Find command, you'll see a panel in the upper right corner of the record window, that gives you several additional options for refining the way the Find works. This page explains how to use each of the check boxes.

Omit

Use the Omit checkbox to find all records except those of a certain type.

For example, to find calls that did not come from customers, follow these steps:

1. Choose Contact Log from the Income menu.
2. Choose Find from the Edit menu.
3. Click in the Account Type field, and choose Customer.
4. Turn on the Omit checkbox.
5. Click the Find button.
6. You will see all records that do not have Customer in the Account Type field.

Finding Multiple Fields

If you type values into more than one field when setting up a find, Goldenseal will find only those records that match all of the fields.

For example, to find all contacts with a specific customer, you need to match two fields? the account type and the account. To do so, follow these steps:

1. Choose Find from the Edit menu.
2. Click in the Account Type field, and choose Customer.
3. Click in the Account field, and enter a name into the clairvoyant field.
4. Click the Find button.
5. You'll return to the regular data entry window, where you'll see all contacts with the entered customer.

HINT-- If you enter values in too many fields, Goldenseal may find nothing at all.  In that case it's better to be less restrictive, and browse through a few records if you have to.

You can use any combination of fields when finding records. For example, you might want to see all calls from a specific person on a specific date, or all calls on a specific date that have a specific action taken.

HINT--  to match any field instead of all fields, turn on the Any Match checkbox, described next..

Any Match

Use the Any Match checkbox to find all records that match values in any of several fields.

For example, to find either calls you received or calls you returned, follow these steps:

1. Choose Find from the Edit menu.
2. Click in the Contact Type field, and choose Phone Call Received.
3. Click in the Action Taken field, and choose Called Back.
4. Turn on the Any Match checkbox.
5. Click the Find button.
6. You will see all records that were a call received or that had a call back.

Use the Any Match option for the following situations:

• If you're not sure where a name was entered for a Customer account-- put the name into the Name field and the Contact Name field with Any Match turned on.
• If you're not sure where an address was entered for a Customer account-- put it into the Address, Billing Address and Shipping Address fields with Any Match turned on.
• If you're looking for a phone number but don't know where it was entered-- put it into the Daytime Phone, Evening Phone and Fax fields with Any Match turned on.
• If you're looking for a key word but don't know where it was entered-- put it into every field where it might be, with Any Match turned on.

HINT-- use the Find Also checkbox to find records that match two different value in the same field.

Find Within

Use the Find Within checkbox to find matching items only within those that are already found.

If you've just done a Find that has found too many records, use Find Within to find fewer items within the ones already found.

HINT-- use Find Within to "refine" a search, or to continue with a search that is too complicated to do with a single Find command.

Find Also

Use the Find Also checkbox to add more items to the ones that are already found.  Goldenseal will take the items that match the current find criteria, and add them to the end of the current found set.

For example, to find either calls you received or calls you made, follow these steps:

1. Choose Find from the Edit menu.
2. Click in the Contact Type field, and choose Phone Call Received.
3. Click the Find button.
4. Choose Find from the Edit menu a second time.
5. Click in the Contact Type field, and choose Phone Call Made.
6. Turn on the Find Also checkbox.
7. Click the Find button.
8. You will see all records that were a call you received or a call you made.

HINT-- use Find Also to "refine" a search, or to continue with a search that is too complicated to do with a single Find command.

From End

Turn on the From End checkbox to start the find from the last record instead of the first one.

This option is useful if you have many records, and you are looking for a recent record.

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