Research

In the example below, we are searching for the clients with the ''Active'' status.

1.In the menu ''PRIM'', click on (Client) to open the ''Client'' window.

2.By default you are in the search mode, the fields are green.

3.If the fields are white, you are in input mode. Click on the icon (Start a research) to return in search mode.

4.From the ''Status'' field, click on the icon (List of values) and select ''Active'' in the list.

5.Click on the icon (Execute the research) on the main toolbar.

6.You will notice at the bottom of the window that the number of clients found with the required criteria is displayed.

7.You can navigate in the records found using the following icons .

8.Click on the icon (Search listing) on the principal toolbar to display the ''Search result'' window.

9.This window anchors automatically on the left of the ''Client'' window.

10.Click on a record to display the file of the selected client.

11.You can click on the heading of this window and maintain the button of the mouse pushed to detach the window and deposit it at another place on your screen if desired.

12.To anchor the window again, double-click on the heading of the window.

13.To close the ''Search result'' window, click on the icon (Close).

You can also refine your search by entering criteria in several fields.

In the example below, we are looking for candidates with the status "Unwanted" with an email address that ends with "bbb.com".

1.In the menu "PRIM", click on the button (Candidate) to open the "Candidate" window.

2.By default, at the opening of the window the fields are green to indicate that you are in search mode.

3.If the fields are white, you are in input mode. You must click on the icon (Begin a search) to go in search mode.

4.In the ''Status'' field, click on the icon (List of values) and select ''Unwanted'' in the list.

5.In the ''Email'' field, type ''%bbb.com''.

6.Click on the icon (Execute search).

7.The number of candidates found with the requested criteria will be displayed at the bottom of the window to the left, the first record of the list will be displayed.

8.You can navigate in the records found using the following icons .

9.You can display the result in a form of list by clicking on the icon (Search listing) on the principal toolbar.

For the example below, we are looking for a man, a lift operator who speaks English.

1.In the menu "PRIM", click on the button (Candidate) to open the "Candidate" window.

2.By default, at the opening of the window the fields are green to indicate that you are in search mode.

3.If the fields are white, you are in input mode. You must click on the icon (Begin a search) to go in search mode.

4.Click on the tab "Info/Ranking/Criteria".

5.In the list of subjects, choose the gender “Man”, the function “Lift operator” and the language “English“.

6.Click on (Execute the search) on the main toolbar.

7.The number of candidates found with the requested criteria will be displayed at the bottom of the window to the left, the first record of the list will be displayed.

8.You can navigate in the records found using the following icons .

9.To display the result in a form of list, click on (Search listing) on the main toolbar.

In the example below, we are looking for the relations of a client with the status “Active”.

1.In the "PRIM" menu, click on to open the "Client" window.

2.By default, when you open the window, you are in search mode, the fields are green.

3.If the fields are white, you are in entry mode. You must click on the icon to enter search mode.

4.Navigate under the "Service receiver" tab at the bottom of the page. We could have used the "Relation" or "Partner" tab it would have worked also.

5.From the "Status" field, click on the icon (List of values) and select "Active" from the list.

6.Click on the icon (Execute search) on the main toolbar.
 

7.All customers with at least a "Service Receiver" type relationship whose status is "Active" will appear in the search results.