Searching

The WorkWell Command Center gives you several ways to search for information.  You can find almost anything hidden away in your Job, Customer, Lead, Worker, Quote, and other types of data.

Quickly Find Almost Anything

Try the Global Search tool  located at the top of the navigation column on the left of every page. With Global Search, you enter a search keyword (and optionally a second search keyword) and it locates all data records (Jobs, Customers, Leads, Quotes, Workers, & Expenses) that have any matches for it.  You will even be able to find customers for whom you have entered call logs, action items or notes.  So it does dig deep into the data as it looks for matches to your search queries.

Global Search Tool

You can narrow the search by choosing a date range and full or partial matching. Partial matches ignore whether or not there are capital letters and also accept word fragments as search keywords.

Records that match are listed as clickable links. Click on any of the links and the corresponding record's Form will pop up, providing you full information and allowing you to edit the record.

Table Searching

Table searches are even more powerful, but limited to the type of data represented in the table you are searching.  If you are looking for Job-related information, then search within the Job Tabular View.  Similarly, if you are interested in Customer information, use the Customer Tabular View.  You get the idea.

Table-Wide

Table-wide search finds any information contained in the table, regardless of row or column the information is in.

Table Search - Global

Find the Table Search box within the table header (it has the  and  icons and 'OR' at the left). Enter your search query (word, multiple words or partial word(s) to match your information as if you are doing a Google search). Then click on the  to activate the search.

Only those rows of the table with information that match your search query will be shown.

If you enter multiple words, then the search will look for a match that contains all of the words. If you click the 'OR' button, the search will match for any of the words.

Click on the  to delete the search and restore the full table.

Column Filtering

The table can be filtered on any column - or combination of columns. Filtering is a way to show only rows of the table that are of interest to you. It is especially useful for creating mailing lists for a subset of your customers or leads.

At the top of each column, just under the column names, are small text boxes that you can type into. You can enter any string of characters and the table will filter upon them. 'Filtering' means that any information in the table that matches your search text is located and then only those rows of the table with matching information are displayed. To terminate the filtering, click on the little 'x' within the filter box.

At the bottom-right of the table, you will see the number of rows that pass the filter. In this example, 19 rows meet the filter criteria and 15 are displayed on the table's first page.

When you have an active column filter, the column name at the top of the column will be colored red to remind you that the filter is active and the table is only showing the rows that the filter permits.  Again, don't forget to terminate the filtering when you are done so that the table restores to showing all its rows.

Filtering Examples

1. Suppose you only want to see rows of the table with a certain name in the 'Name' column. But you are not sure of the spelling of the name or you only remember part of it. So if the name you are looking for is 'Mike Vasquez', you could enter 'vas'. Any name with these 3 letters will match and only those rows will show up.
2. The snapshot below is from a 'Job Management' table. Suppose you want to show only jobs done in the town of 'Attleboro' within the last 2 months for fees greater than $200.00.  Here's how you could do that:   Enter 'attl' at the top of the 'Contact Info' column, enter the start/end dates (format: 4/2/19)  at the top of the 'Date' column and enter $200.00 and $1000.00 at the top of the 'Amount' column. Only jobs in the town of Attleboro within the range of dates and prices are then shown in the table. Notice that jobs from a second town, 'North Attleboro', are also shown in the table - this town also matches the 'attl' search keyword.

You can use the Global Table Search and the column filtering together for even greater flexibility.