There are two methods that can be used to search records within a grid: the Search tool (available within certain Modules) and the Incremental Search (available within certain columns of certain grids).
Using a Module's Search Tool
There are five modules with Search tools: Clubbers, Leaders, Households, Check-in and Inventory. The Search tool allows easy filtering of the grid to show only rows that match the Search field. In the Clubbers, Leaders, and Check-in Modules, the filter applies to the First, Last, or Preferred name. In the Households Module, it applies to the Household Filing Name. In the Inventory Module's Item grid, it applies to the Item # or Description. To use the tool:
| 1. | Type the text to search for in the Search field. |
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When searching for a clubber, type the surname (last), then the first name (i.e. Uppenheim, Kim). The search will not work if the first name then the surname is entered. (i.e. Kim Uppenheim).
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| 2. | Press Enter or click the Perform the Search button. All matching rows are displayed in the grid. |
| 3. | To restore the grid, clear the text from the Search box and press Enter or click the Perform the Search button. |
Doing an Incremental Search
Many grids allow quickly jumping to a record by typing while in the grid. The Clubbers, Leaders, Households, Ledger, and Awards grids allow incremental searching by Last Name (but not First Name). The Check-in grid allows incremental searching by Last Name or First Name based on which column has focus. The Inventory grid allows incremental searching by Item #. To do an incremental search:
| 1. | Click anywhere in a grid that has incremental searching capabilities. |
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On the Check-in List grid, click in the First Name column or the Last Name column.
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| 2. | Start typing either a name or item number, depending on the grid. The grid will scroll to the first row that matches and select the row. |
| 3. | To start a different incremental search, press the Esc key before typing again. |
