The Search box is available in List windows, as well as the Statement Manager. The Search box is used to filter the records shown in the current window to only those that contain the specified text. Modifying the text in the Search box will automatically update the records shown in the window. Every field that is shown in the current column layout will be searched.

The Search box can contain a maximum of 500 characters. Any character can be specified. See the Notes section for additional information regarding search text.

Tip: You can instantly access the Search box by pressing Ctrl+E.

Notes

Searching Tips

Search box      
  The X button is used to clear all text from the Search box making it easy to enter new search text. The X button is only displayed when there is text entered in the Search box.
       
  The expand button allows you to search for text within specific fields. To search for text within a specific field, open the Search panel by clicking and type the specified text within that field on the Search panel.
       
    <Field Name>

Field Names are listed on the left side of the Search panel, and corresponding empty text boxes are displayed on the right side of the Search panel. Entering text in the text boxes will search the corresponding field for only the entered text.

Multiple fields can be searched at the same time. The information that can be searched depends on the field type of the selected field. Some fields contain specific values, which can be found in the column layout for the file being accessed.
       
   

The Fields button is used to open a list of available fields to search within. Select a field to add it to the Search panel or clear a selected field to remove it from the Search panel.

The first three fields in the column layout are selected by default.

Note: Only fields included in the current column layout can be added to the Search panel.

Note: Fields specified for each file in the Search box are retained between sessions for each user and column layout.

    The History button shows a list of the ten most recent searches performed in a file by the user for each column layout. Selecting a search will perform the search again.
       

To close the Search panel, click or click outside the Search panel.

Indicator The filter indicator on the toolbar shows the status of the filtering.
  Filtered

The indicator has a green background and indicates that the records are currently filtered. In this state, different filter criteria may be entered to perform new filtering.
  Waiting The indicator has a yellow background and indicates the Tabs3 Software is waiting for the user to enter additional characters in the Search box. If no additional characters are entered, the Searching indicator is shown.
  * Error * The indicator has a yellow background and indicates that the Tabs3 Software was unable to perform the search because none of the fields in the current column layout are searchable.
  Searching The indicator has a red background and indicates that the Tabs3 Software is performing the filtering process and only partial results are shown. Keep in mind that it is not necessary to wait for the filtering process to complete before performing other tasks. For example, if the record you want to select is displayed while the filtering indicator still shows a Searching status, you can select the record without waiting for a Filtered status.

Notes

Note: Search box filtering is case insensitive.

Note: Using multiple search terms in the Search box will search for occurrences where all specified words are found in a single record. This is equivalent to "AND" searching. However, each term is considered separately. Searches for multiple search terms will return results when the terms are in different fields of the same record.

For example, searching in the Contacts list for smith medical will return records where the term "smith" appears in any field and the term "medical" appears in any field, such as when the word "smith" is in the Contact Name field and the word "medical" is in the Organization field.

To search for occurrences of smith or medical, you must perform two separate searches, set up a filter, or use Conflict Searching.

To search for occurrences where smith and medicalare next to one another, use double quotation marks around the entered text ("smith medical").

Note: To search for information that is located in fields that are not part of the current column layout, the Field ID must be manually entered in the Search box. For example, if you want to search for the word "medical" in the Organization field and the Organization field is not part of the current column layout, you can enter the following into the Search Box without quotation marks: "Organization:medical".

Note: Virtual fields are searched when using the Search box.

Note: The text content of statements (i.e., the description of individual fees, statement notes, or addresses) are not searched using the Search box, only the columns included in the Statement Manager list.

Note: The limit for entering text in the Search box directly is 500 characters; however, using the fields in the Search panel to populate the Search box will ignore this limit if there are fewer than 500 characters already entered in the Search box.

Searching Tips

A common mistake that results in not finding the record(s) you are searching for is searching a list whose column layout does not include the field you want to search. If you are not finding the record(s) you are searching for, try one of the following: