Search screens, or 'Manage' screens, are widely used in Chintaro to help you find the information that you need quickly and easily. They collate all of the data for a section (EG all Tenants, all Properties or all Transactions) and display them on a screen that is similar to an Excel spreadsheet format in layout and functionality.
This article will focus on how to use the Client Search Screen but search screens have the same functionality in Chintaro:
- Accessing the Search Screen
- Searching for 1 Client in a Search Screen
- Searching for multiple Clients in a Search Screen
- Using Text Filters to search for Clients
- Customising the Search Screen to save your preferred layout
- Additional Screen Functions (Blue Buttons at top of the screen)
- For more information or assistance with 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. The columns on this screen represent the fields of information on the individual's screen (EG Client screen).
Most columns on most search screens are not updatable from this screen, and you would need to double click the row of the Client to update the field of information on their individual screen.
Searching for 1 Client in a Search Screen
There are many ways to sort and filter a Search Screen in Chintaro. For the quickest way to filter the Search Screen to a specific Client, click the cursor on any column where the letters are blue. For the screenshot below you could choose either the Surname, GivenNames, or KnownasName column. For this example, choose any row under 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 below is Active = True AND Surname Like lennon*
To open their Client screen, double click on the row of the Client.
To go back to the default view, click Show All in the blue buttons at the top of the screen.
Searching for multiple Clients in a Search Screen
The same technique can be used to filter the Search Screen to display all Clients with a surname that begins with any number of letters. For example, if you want to search for all Clients whose surname begins with mo, type mo over any entry in the Surname column, and press enter:
*Note: The filter applied is Active = True AND Surname Like mo*
Using Text Filters to search for Clients
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.
Customising the Search Screen to save your preferred layout
Chintaro enables you to customise Search Screens to be viewed in the layout you would like, each time you log in. Customising a screen will change it for your Chintaro log in only and is a great way to create reports and exports from screens. You are able to customise Search Screens by moving columns around to be viewed as you would like. If you want to move a column, left click once on the column heading to highlight the column or left click and drag to highlight multiple adjacent columns, then click and drag the column(s) 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 by ticking the boxes and click 'Close':
The same process can be used to hide certain columns, by right clicking on any column heading and clicking ‘Hide Fields’. This will remove the field from view:
When you are happy with the layout of the screen, click the Save View button, so that each time you open the screen, it will open to your saved preference of layout:
Additional Screen Functions (Blue Buttons at top of the screen)
For more information or assistance with Search Screens
Please contact firstname.lastname@example.org for more information about using Search Screens in Chintaro