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The search screen provides a flexible way to search for the specific record you are looking for. 

  

How to open the Search screen:

  1. Click a module on the Menu panel. All menus for the module will show in the center panel

  2. Click on a menu to open the Search screen. 

    **Note that there are screens that do not offer searching of records like Market Zone.

  3. Old Search Screen. Click the Search toolbar button on a screen. 

Toolbar buttons:

  1. New - This button will open a new screen where you can add the details of the new record. When a new screen is open, the Search screen will automatically close.
  2. Open- This button will open the records that are selected/checked to the respective screen. Another way of opening a single record is by double clicking the grid row of the record you want to open or clicking the hyperlink of the record. When a screen is open, the Search screen will automatically close.
  3. Refresh - This button will reload the grid area of the Search screen.
  4. Excel - Export's the list in Search screen in excel type.
  5. PDF - Export's the list in Search screen in pdf type.
  6. Text - Export's the list in Search screen in text type.
  7. CSV - Export's the list in Search screen in csv type.
  8. Close - This button will close the Search screen.

 

How to open the Search screen:

  1. Docked Search Screen. Click a menu on the Menu panel. If there are existing record, it will open the Search screen. Otherwise, it will open the respective screen e.g.Customer, Service Charge with the search screen at the back. 

    Note that there are screens that do not offer searching of records like Market Zone.

  2. Old Search Screen. Click the Search toolbar button on a screen. 

Toolbar buttons:

  1. New - This button will open a new screen where you can add the details of the new record.
  2. View - This button will open the records that are selected/checked to the respective screen. Another way of opening a single record is by double clicking the grid row of the record you want to open.
  3. Refresh - This button will reload the grid area of the Search screen.
  4. Export - Export's the list in Search screen.
  5. Close - This button will close the Search screen.

 

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