Using Quick Search
Quick Search is an easy way to define the clients or staff that display in the Client Manager and Staff Manager grids by specifying values from profile attribute filters.
To use Quick Search, do the following:
- Click Clients or Staff on the navigation panel and, if needed, expand Quick Search to display the available filters. Your last used filter values are selected by default; otherwise, All is selected.
- Select from any of the filters.
- Click Go to display records matching your selected criteria in the grid.
Using Grid Components
Grids are used to list and access items, such as clients and staff. Grid data can be manipulated in various ways. Some of the behaviors for managing grid data, such as Print, Export, and Find, follow Microsoft® standards. Additional grid components exist on the ribbon, right-click menu, and in the grid itself.
See Working With Grids for information about grid ribbon options, column and sort options, grid search, grid print, and paging.