Find

BillQuick Online Find tool is a powerful search tool that can be used to quickly locate a specific set of records. It makes the search fast and easy. The Find results presented depend upon which module or table is searched, that is, Project, Client, Time Entry Expense Log, etc. Each column in the display represents a field in the selected screen. For example, if the Expense Log is searched, the data results will be presented in columns representing each of the fields in the Expense Log screen.

Click Home on the navigation bar and then click Find to use this feature.

Select Data List:

A data table must be chosen to locate specific records in the desired screen or module. Highlight the name of the table that is to be searched for the data. You can choose from the available options - Activity, Client, Expense, Expense Log, Project and Time Entry. After a table is chosen, the search criteria must be entered.

Find Criteria:

For a successful search, specify as many criteria as possible. After all the criteria for the search have been entered, the Search key will initiate the search. Type the Keyword for the item that you are trying to find. A keyword can be anything that is unique to one, or a series of records. For example, you need to find a project but you only know the project manager. If you only search using the Project Manager, BillQuick Online will display all project records matching that to the Project Manager. This could be matched by thousands of records or by none at all. However, if you select the Project Manager and any other criteria, your search will be narrowed and most likely more successful.

Letters used for searching are not case-sensitive. 

AND/OR:

AND and OR options are used to further refine the search. The AND command narrows the search. Use the AND command when you are sure about more than one field in the search. For example, if you know both the Client ID and the Project ID for your query, use And to display only records that match both the Client ID and the Project ID. Enter the Client ID in the top field and the Project ID in a lower field. Mark the And option. Only records that match both search criteria will be displayed.

The OR command results in a broader search. If you want to display records that satisfy either search criteria, you would enter the Client ID and the Project ID and mark the OR field. The records displayed will be mutually exclusive, meaning that BillQuick Online will present all records that contain the Client ID and all records that contain the Project ID. 

Match:

Make a selection from this drop-down list to specify the matching specifications for the entered Keywords.

• Any Part of Field: results in the most general search. The keyword only has to appear in any part of a field of the table selected.
• Whole Field: the keyword must match exactly and entirely what was entered in the actual field in the program.
• Start of Field: the actual field must begin with the keyword only.

All Fields:

Selecting a specific field within the table to search for the keyword can narrow the search further. After the table has been selected, the user can browse this drop down menu for a field to search. To broaden the search, mark All Fields and BillQuick Online will search each field in the selected table.

Find Button Panel

Help:

Opens the BillQuick Online Help in the Find section.

Clear:

Clears all the data entered for initiating the search.

Find:

Displays the BillQuick Online Find Results screen.

The grid displays the results of your search. Each row represents a specific record. Browse through the grid to find the object of your search. Print button displays a preview of Find Results grid. New Search button takes you to the main Find screen. If your query was unsuccessful, you can try again. You might want to use OR instead of AND for instance.

Close:

Closes the Find screen.

BillQuick Online Find screen supports ? and * wildcards only to make your search faster and easier.