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Agency - Search

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The Agency > Search section allows users to search and select agencies that match specific search criteria and filters.

 

agencyoverview.PNG

 

 

 

Perform a Search

This set of instructions advises how to perform a search. For additional search configurations, see the Field Chooser and Search Option sections.

 

  1. Select a Search Type. See the Search Type section for more information. 
    Note: To set this search type as the default, click Set.

    searchtype.png


  2. Enter search criteria in the Search Criteria field.

    agency_searchcriteria.png

  3. Press Enter on the keyboard to conduct the search.

  4. Double-click on an entry in the grid to navigate to the Agency > Summary page.

 

 

 

Search Type

The Search Type field defines the type of results that will appear as a result of the search criteria. 

Field Description
Full Name Search The Agency's name.
Short Name Search The shortened name used for the Agency.
Reference ID The reference ID for the Agency.

 

 

 

Navigate Between Recently Viewed Agencies

The Current Agency field displays the Agency that was last viewed in the Summary section. A list of all recently viewed agencies in the current session of the Core application are listed in the Current Agency drop-down menu. 

 

Use the Current Agency field to navigate between recently viewed agencies. 

 

currentagency.PNG

 

 

 

Field Chooser

The Field Chooser allows users to select which columns of information display in the search grid. See the table below for descriptions of each column.
 
Click the field chooser icon, fieldchooser_icon.PNG, in the upper-left hand corner of the window to display the Field Chooser window.
 
agency_fieldchooser.PNG
 
Field Description
Agency Name The full name of the agency.
Branch The branch that the agency is attached to.
City The city where the agency is located.
Dept. Name Name of the department attached to the agency.
Phone The phone number for the agency.
Reference ID Identification number used to identify the agency.
Short Name A short name, or nickname, for the agency.
State The US state in which the agency is located.
Status Indicates the agency's status.
Street 1 The street address of the agency.
Street 2 The street address of the agency.
Type The kind of contact method available (i.e. phone, email, website, etc.)
Zip Code The US Zip Code in which the agency is located.

 

 

 

Search Option Panel

The Search Option Panel on the far-right of the screen offers additional search filtering options. Options set here will override standard search parameters.

The Search Option Panel has three sections of options: Show Only, Standard Search and Action.

 

searchoption_agency.PNG

 

Show Only

The Only Show section limits returned search results to show contacts that have a specific status, belong to a specific branch, or are limited to the specific user's contacts. Once a selection has been made, the search returns results that only match the selected option.

 

Options can be combined to search for contacts with a particular type of shared criteria. For instance, checking multiple boxes can produce search results only for contacts with a particular status or branch.

 

Field Description
By Status Isolate results to a specific status.
By Type Isolate results by the type of agency.
Branch Isolate results by the branch location.

 

 

 

Standard Search

The options under Standard Search provide descriptions for advanced searches. Advanced Searches must still be set, otherwise the grid will appear blank. For more information on setting Advanced Searches, see the Actions Menu - Advanced Search article. 
 
Double-click on the search in the Description section to run and launch a separate window with the search results. 
 
 
 

Action

The Action section provides options to print or export the search results. Once the search results have been generated, the results can be sent to a printer as an image or exported into a Microsoft Excel file.  

 

 

 

Troubleshooting

If search results are not generating as expected, check the configuration behind the Search Option tab on the right-hand side of the page. Search Options override standard search parameters. 

 


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