Find By Name
This Find By option searches for the Name that
matches the data you entered.
Find By Name prompt
A list of matching records will be displayed.
Find By Name results
Selecting OK while leaving the prompt empty will
cause Collect! to display ALL records.
This function searches all debtor records looking at
the Debtor Name field. Then, before leaving the debtor
record Collect! will look at all debtor cosigner/other
records, searching for a Name field that matches the
search criteria.
If Collect! finds any matches, it displays a list of the
matching records.
For example to find all instances of Fred
type 'Fred'.
To search for a set of characters in the middle of
a name, type *Fred (or whatever you need). The
asterisk [*] tells Collect! to search all Name fields for
a name containing the Find By Name criteria.
For example, if you know there's a
'Fred's A-1 Body Shop' in your system, you could
type '*A-1' and it will come up with both
'Fred's A-1 Body Shop' and 'Erma's A-1 Cleaners'.
Searching with [*] is a lot slower than just
typing the first few characters of the desired
Name because the system has to read every
single key and search it for matching characters.
When the list is displayed, you can immediately
start typing the exact Name you wish to find and
Collect! will scroll through the displayed list to
move you to the specific Name you may be looking
for.
Once the row with your Name is highlighted, press
ENTER or select the row with your mouse and
Collect! will open the Debtor form. If the Name
you selected was in one of the cosigner/other
records, the debtor to whom the cosigner/other
record belongs will be displayed.
When you are ready, you can either back all
the way out and return to what you were doing,
or you can return to the list and select another
row to work.
If you go too far, select Browse Find By Name again
and Collect! will retain what you previously searched
for. This helps speed up your lookups.
Once you Cancel the list, or back out to another
form, the matching Names list will be released.
See Also
- Find By
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