The Agency > Search section allows users to search and select agencies that match specific search criteria and filters.
Perform a Search
- Select a Search Type. See the Search Type section for more information.
Note: To set this search type as the default, click Set.
- Enter search criteria in the Search Criteria field.
- Press Enter on the keyboard to conduct the search.
- Double-click on an entry in the grid to navigate to the Agency > Summary page.
The Search Type field defines the type of results that will appear as a result of the search criteria.
|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.
|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.
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.
|By Status||Isolate results to a specific status.|
|By Type||Isolate results by the type of agency.|
|Branch||Isolate results by the branch location.|
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.
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.