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 or the Search field description in the Workflow List View Toolbar topic.

To perform a quick search:

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 press ENTER.

   • If you enter a single character, PM Compass searches for every record that starts with that character.

   • If you enter more than one character, PM Compass searches for every record that contains that string of characters.

   • For whole word searches, enter a space before and after the word to search for only that word. You can also enter a wildcard expression.

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

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

Alternatively, you can click beside the Search field to display the corresponding search dialog box containing a result list that satisfies your criteria.

What do you want to do?

Perform a standard search

Perform an advanced search

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