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Using the search feature

On various screens in DT Practice, you can search a list of clients, staff, or other items to find a specific record. Some screens have a basic search field that requires you to enter the first few characters of the item you’re looking for, autofilling the field with the first item that matches your entry.
DT Practice also offers enhanced searching capabilities on many screens to make your searches easier and more effective. The enhanced search field appears on setup screens for offices, staff, activities, and clients, as well as the Billing, Time and Expense Entry, Manage Projects, Manage Clients, Client Calendar, and Client Dashboard screens.

Using the enhanced Search field

The enhanced
Search
 field lets you restrict your search to one or more selected fields and to specify how closely the results must match your search criteria. To use the enhanced search, follow these steps.
  1. Select the Down arrow button in the
    Search
     field.
  2. If you want to confine your search to specific fields, choose
    Search Fields
     from the menu, and select each field that you want to include in the search.
    note
    Choose
    Restore defaults
     to clear any Search Fields you have selected and restore the default search settings.
  3. Select the Down arrow button again and select one of the available options to perform your search.
    • Exact
      : All characters in the name of the item must match the characters you enter in the
      Search
       field.
    • Begins with
      : The first characters in the name of the item must match the characters you enter in the
      Search
       field.
    • Contains
      : The characters you enter in the
      Search
       field must be contained, in order, within the name of the item.
    • Ends with
      : The last characters in the name of the item must match the characters you enter in the
      Search
       field.
    If, for example, you are searching for a client named "Smith & Jones" and you enter
    Jones
     in the Search field but choose the
    Begins with
     search option, Smith & Jones will not appear in the search results, because the name of the client does not begin with "Jones." However, if you perform the same search using either
    Contains
     or
    Ends with
     as the search option, the desired client would appear in the search results, because the search string fulfills the requirements for both options.
  4. Enter a keyword or string of characters in the
    Search
     field.
  5. Select the Magnifying glass button or press ENTER to perform the search.
  6. To clear all search criteria and start over, select the Red X button in the
    Search
     field.
    note
    The Search Options selection defaults to the last selection you chose.

This article applies to:

  • Product: DT Practice