In the example below, we are researching clients with the "Active" status.

In the "Home" ribbon, click on (Client) to open the "Client" window and follow instructions below.

1. By default, at the opening of the window, the fields are green to indicate that you are in search mode, and the search ribbon is active.

Once out of search mode, to launch a new search, use (Search) in "Home" ribbon.

2. From the ''Status'' field, click on the icon and select "Active" from the list.

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

4.You will notice that the number of clients found meeting the criteria is displayed below the ribbon.

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

6.Click on the search results bar to display the "Search results" window. This window will automatically open on the left of the "Client" window.

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

8.To dock the pane in the window, use the pin.

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 "prim-web.com".

In "Home" ribbon, click on (Candidate) to open the "Candidate" window.

By default, at the opening of the window, the fields are green to indicate that you are in search mode, and the search ribbon is active. Follow instructions below.

Once out of search mode, to launch a new search, use (Search) in "Home" ribbon.

1.From "Status" field, click on the icon and select "Web confirmation" from the list.

2.In "Email" field, write  "%prim-web.com".

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

4.You will notice that the number of clients found meeting the criteria is displayed below the ribbon.

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

6.Click on the search results bar to display the "Search results" window.

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

In "Home" ribbon, click on (Candidate) to open the "Candidate" window.

By default, at the opening of the window, the fields are green to indicate that you are in search mode, and the search ribbon is active.

Once out of search mode, to launch a new search, use (Search) in "Home" ribbon.

1.From the ''Status'' field, click on the icon and select "Active" from the list.

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

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

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

5.You will notice that the number of clients found meeting the criteria is displayed below the ribbon.

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

7.Click on the search results bar to display the "Search results" window.

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

In the "Home" ribbon, click on (Client) to open the "Client" window.

By default, at the opening of the window, the fields are green to indicate that you are in search mode, and the search ribbon is active.

Once out of search mode, to launch a new search, use (Search) in "Home" ribbon.

1.Go to "Relation" tab. We could also use "Service receiver" or "Partner" tabs, s aurions autant pu utilisé l'onglet "Receveur de service" ou "Partenaires" comme les onglets ont le même fonctionnement.

2.From the "Status" field, click on  and select "Active" from the list.

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

4.All clients with at least one relation with "Active" status will be displayed in search results.