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Author Topic: Performing and Saving Finds  (Read 615 times)


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Performing and Saving Finds
« on: February 29, 2016, 10:59:56 AM »

You can perform a find by clicking the find icon in the top toolbar or by using the key command Ctrl+F on a Windows and Command +F on a Mac. You will notice that fields will display a magnifying glass icon when in Find Mode.

Once you have entered your desired search criteria, simply click Enter on your keyboard or click the “Perform Find” button in the top toolbar to execute the find. For example, you can search for all orders serviced by the boat Knot on Call for the month of June 2016 (See screen shot).

Once you have a “found set” based on your criteria, you can view these records in form or list view. (See List View post for additional details on how to access list view).

If you intend to reference a specific find multiple times, you can save the current found set for later use. Click on the arrow next to the Find icon and select “Save Current Find”.

Saved Finds are dynamic, if you create another entry that matches the search criteria of your saved find—it will be added to the Saved Find records.
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