In AbtracOnLine you can search and quickly access a range of project related data from Clients, Contacts & Projects > Search.
The Search screen allows you to preview a wide selection of Clients, Contacts and Projects data.
It’s also a handy place to browse information before drilling down to specific client details.
This article is for AbtracOnLine, follow this link for the Abtrac 5 version
‘Off the shelf” the Search screen displays the following fields : Client/Contact Names, Project Description, Project Owner, Project Creation Dates, Project Codes, Project Type, Project Status, and Project Comments.
You change the display order of these fields from Administration > User Control Settings > by choosing the “Contacts and Projects – Search” page
Here you can also add Contact Owner, Person, Phone, Email, and Address details to your default view. You can also change the position and widths of your chosen fields within the search table.
Search Table User Control Settings – AbtracOnLine
For each of these search categories you can either enter a name (or partial name) to search for. You can enter search options in more than one column to further refine your results.
Results will display automatically after typing or filtering with the search boxes. Clicking on the Contact Name or Project Code will take you directly to that record.
Search options – AbtracOnLine
Typing “street” in the project description will bring up all projects that include that word . For a more inclusive search you can enter a partial word, eg. typing “st” will include more results.
Searching in more than one field refines your results. e.g typing the client name and project description eliminates results from other clients. You can clear the current search with the ‘x’ at the left of the search bar.
Refined/Mulitple search – AbtracOnLine
Filter and Sort
You can also filter search results in the project status and type columns.
Filter search – AbtracOnLine
Choose how results are sorted by clicking on the relevant header, a black arrow will then display to indicate the current sort order.
Search results sort order – AbtracOnLine
Search Options and Criteria
By clicking on the search icon you can further refine how the search is run. ‘Contains’ is the most common search method but you can change these options for individual searches
Search results options – AbtracOnLine
The default search setting will show current clients and projects only, you can amend this by selecting the search criteria option at the top of the search screen.