How to get here

From the Practice menu, choose Select / Add new (CTRL-T), or click the Practice area on the Main Form when this area is empty.

Quick Reference

Search (selector)

Search Method. These are customisable and the initial choice can also be configured in Settings.

For/Contains

Optional search filter.

If you leave this box blank and click Search, then all the result list will be all the records based on the Selected search method.

If you enter some text in the For filter then click Search, then the result list will be those which match the Selected search method, and agree with the For filter.

When searching for text that "Contains", all customers are returned that contain the text you enter in their name. For example if you choose 'Customers name', and type in 'DENTAL' into the filter, then the search will list all customers of type practice, and whose name contains 'DENTAL'.   Capitalisation is not significant.

Examples for search method Practices Name..

Examples for search method Telephone numbers...

You can search for deleted/inactive customers by choosing the search method of "Deleted/inactive customers" and clicking the Search button.

Search Button

Invoke search for given criteria. Clicking the Search button without a filter will result in all records being listed for the given Search method.

Preferences icon

Settings for this dialog window.

Help icon

Link to this Help topic. Welcome!

Results list window

Initially when you enter this dialog, this list will be pre-populated with the results for the Initial Search method, as if you had left the 'Contains' filter blank and clicked Search. The Initial search method can be set in Preferences.

If you come into this Search window by pressing Enter in the Practice box on the Main Form, then if you had typed anything first, this will be used as the initial search's 'Contains' filter.

If you change the Search method, or type into the 'Contains' filter, the list will clear. Click Search to refresh the results.

You can right click any listed rows to invoke the Options menu. This is the same as highlighting a row, then clicking the Options button.

Add new

Add a new customer record. Use if you don't already have this customer in your search results list.

Options

A sub-set of menu choices for appropriate actions  Select / Add New / Delete / Send to Preview Window / Edit / Export to CSV file. Select, Delete and Edit will only be possible if a customer row is highlighted.

Select

Select the currently highlighted customer onto the Main Form.  This will only be enabled if the action is valid for the current state of the Job or Invoice on the Main Form. If the Job 'won't select' then try closing the search window and deal with the job on the Main Form then choose Clear Form before returning back to the Search. If you want to keep the current form as it is, then simply Open Up another Main Form (CTRL-O).