Search screens are widely used in Chintaro to help you find the information that you need quickly and easily. This article will focus on the Client Search Screen, but the process for searching in Chintaro is the same across Clients, Tenancies, Properties, Waiting Lists, Notes, and all other Search Screens.
Accessing the Search Screen
Clicking the button in the Toolbar will take you to the Client Search Screen:
NOTE: This is the same screen as if you had navigated through the Home Screen> Clients> Manage Clients Search Screen.
This screen contains a record of all of the Clients who are currently active in Chintaro.
Each horizontal row represents one Client, and each vertical column is a particular piece of information about that client: Surname, Known As Name, Address, Tenancy Status, Contact Phone Numbers, etc.
Sorting or filtering the data on a Search Screen
There are many ways to sort and filter a Search Screen in Chintaro. To filter the Search Screen to a specific Client, click the cursor on any Surname in the Surname column, and begin to type the Surname of the Client you are looking for. What you have typed will appear underneath the words ‘Manage Clients’:
Press Enter to filter the Search Screen:
*Note: The filter applied is Active = True AND Surname Like LENNON*
To view a Client record, double click on the row of the Client.
The same technique can be used to filter the Search Screen to display all Clients with a surname that begins with a letter. For example, if you want to search for all Clients whose surname begins with M, type M over any entry in the Surname column, and press enter:
*Note: The filter applied is Active = True AND Surname Like M*
If you are looking for several entries with a common field, such as Clients living in the same suburb, right click on the entry you wish to filter (for example South Melbourne) and left click ‘Equals South Melbourne’. The screen will be filtered to show only Clients living in South Melbourne:
Another way to search in Chintaro is to use Text Filters. To use Text Filters, click on the black arrow in the column heading and go down to Text Filters. Clicking on any entry in Text Filters will bring up a dialogue box, where you will be able to filter the Clients by ‘Begins With’, ‘Contains’, ‘Does Not Contain’ etc.
Filters can be used on any field on the Search Screen including text fields, date fields, number fields and Tenancy Status fields.
You will see if a column has a filter applied, as the column heading you have filtered will have a funnel icon on the right hand side (instead of a black arrow).
To clear all applied filters and go back to the default view, click the Show All function, at the top of the screen.
Customizing the Search Screen
Chintaro enables you to customize Search Screens by moving columns around to be viewed as you would like. If you want to move a column, left click on the column heading to highlight the row, and drag the column to the desired location on the screen.
Chintaro has several columns on any given screen, but sometimes a column may not be visible by default. You can see which columns are hidden and enable those fields by right clicking on any column heading, and click ‘Unhide Fields’. Select the column(s) you wish to unhide and press Close. The same process can be used to hide certain columns, by right clicking on any column heading and clicking ‘Hide Fields’.
When you are happy with the layout of the screen, click the Save View button, so that each time you open the screen, it ill open to your saved preference of layout.