Perform a Quick Search

Use this procedure to find a record quickly without specifying a search type. You can do this if you have part of a valid key code, such as a Client number or an Employee's last name.

For more information, see Search Overview.

To perform a quick search, complete the following steps:

  1. Click inside the Search field at the upper-right corner of a displayed record.

  2. Enter either a single character (for example, the letter "a" or the number 3) or a string of characters ("ab" or "13") and then press ENTER.

If the information you have entered matches a value in the PM Compass database, the corresponding record displays.

Sometimes, the information you enter produces more than one result. In the case of multiple record matches, a box displays containing all records that match your criteria. Click the record you that you want to access.

Alternatively, you can click beside the Search field. Clicking the icon displays the corresponding search dialog box containing a result list that satisfies your criteria. This eliminates the need to examine large numbers of records to find particular information. Instead, it only gives you records that you really need at your disposal.

What do you want to do?

Perform a standard search

Perform an advanced search


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