Using Advanced Lookups

Advanced lookups are used when there may be a large number of items to select from, such as staff or clients. Advanced lookups allow you to complete your search faster. You can customize advanced lookups by doing the following:

  • Select how to search records in the list. You can select to search by ID or name. For clients, you can also select to search by the office.
  • Define lookup filters. Use these filters to reduce the number of records displayed in the drop-down list. This increases the speed of the lookup. For more information, see Managing Lookup Filters.

Configuring an Advanced Lookup

  1. Click the Advanced Lookup button on any field where it displays.
  2. Select how to search records in the list. This selection determines what you will type in the lookup field to locate a record.
  3. Define a lookup filter, if necessary. For more information, see Managing Lookup Filters.
  4. Select a filter to use to narrow the list of available records to search.

Using an Advanced Lookup

To use an advanced lookup, do the following:

  1. Enter the text to search for in the box to display the search results according to the filters. As you type, you will see matching items from the search results, with the first matching item highlighted and listed first in the grid.
    • Search by name. Enter a search phrase of up to three words to find all search results that contain the search phrase. For example, the search phrase Jon Tyler can return Jonathan Tyler or Tyler Jones in the search results.
    • Search by ID. Enter the ID and, if you're searching for a staff and your firm uses sub-IDs, enter a dot followed by the sub-ID. If you enter a partial ID, enter the beginning characters of the ID. When searching by ID, results include items that begin with the criteria entered.
    • Search name and ID. Enter either the name or ID to search using either of the above search parameters.
  2. Select an item:
    • Press Enter to select the highlighted item in the grid.
    • Move from the text box to select the highlighted item in the grid. For example, press Tab, or select another field or button.
    • Click a record in the grid.
    • Select the grid, and then use the up or down arrow keys or the scroll bar.

    Note: If you are in a client lookup, and you can't find the client you are looking for, you can select New client from the advanced filter menu to create the client.