Changing the Search Settings

Changing the Search Settings

Within Personify, users can conduct searches based on extra fields or add fields to the search results.  Updating search settings will allow the user to filter more fields.  Fields can be added and removed depending on the corresponding data.

  1. From the search screen, click on the Search Settings button.
  2. This will open another dialog box and allow users to choose the criteria to search for.  Click on the Add a Field button in the upper left.
  3. The box will prompt users to pick fields that users wish to search.  Double-click on any field that users want to add to the search settings.  For example, below, NameCredentials will pull the Credentials field onto the search settings.  Once users have selected, the fields users wish to add.  Click on the Apply button.

 

Additional Sub Folders

There are additional fields we can search upon using the “Show Sub-Folders” checkbox.  These folders will contain additional options to search.  Some of the standard fields used are as follows:

  • Product Code
  • Credentials
  • Order Date
  • Customer Class Code (Practice, AOA_Staff, Optometry School, etc.)
  • Institution
  • First & Last Names
  • Birthdate
  

The additional folder allows users to search within other areas of the software, including:

  • Contact Tracking
  • Accounting Information
  • Address Information
  • Education Information
  • Alias Code
  • Order Entry Information
 
  1. The new field will add at the bottom of the list.  Users will choose the “How to Search” method from the second column.  These are various ways of searching.  Below is a listing of standard search methods.
  • Contains:  Searching will bring in results that have the sequence of characters.
  • Equals:  Searching will bring in results that match the sequence of characters.
  • Greater Than:  Searching will provide results greater than the numeric value.  (For example, if searching for Balances, users can search for Balances Greater Than $0.01)
  • Greater Than or Equal To:  Searching will provide results greater than or equal to the numeric value.  (For example, if searching for Balances, users can search for Balances Greater  Than or Equal to $0.01)
  • Less Than:  Searching will provide less than the numeric value results.  (For example, if searching for Credit Balances, users can search for Balances Less Than ($0.01)
  • Less Than or Equal To:  Searching will provide less than or equal to the numeric value results.  (For Example, if searching for Credit  Balances, users can search for Balances Less Than or Equal To ($0.01)
  • IsNull:  Searching will bring in results where the field is blank.
  • NotNull:  Searching will bring in results where the field is not blank.

Once users have selected the How to Search method, click the Save button.

  1. Users will then see a prompt that tells users to have to close and reopen the search screen.
  2. Close the Screen Tab. Re-open the search screen.
  3. The search field will now appear.
Note:  When searching by fields, users need to base the search on the CODES, not the Descriptions.  For example, when searching for Credentials for a doctor of optometry, OD is the code, and O.D. is the description.
  1. Once users have completed the search(es), users will want to clear the search settings.
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