Skip to main content

Search

These sections describe the search functionalities available for finding clients and customer names within the system. Users can leverage these features to quickly locate specific records.

Client Search Screenshot

The client search feature provides a powerful tool for locating specific client information quickly and efficiently within the system.

  • Where Search: This is a dynamic search bar that allows users to input search queries. Users can search by various criteria such as name, ID, site ID, or email.

Suggested Fields​

Directly below the search bar is a list of suggested fields which are common attributes associated with clients. These suggestions serve as quick filters:

  • Customer Name: Clicking this button will filter the search to only include results relevant to customer names.
  • Customer Id: By selecting this, the search will focus on finding customer IDs that match the input criteria.
  • Site Id: This option allows users to search for clients based on their site ID.
  • Customer Email: Use this filter to search for clients by their email address.

Search Button​

  • Search: After entering the desired search criteria, clicking the green 'Search' button will initiate the search and display the results.

Customer Name Search (Sample)​

Click on Customer Name suggested field

Client Search Sample Screenshot

Search Input​

  • Search Query Box: Users can type the name of the customer they are looking for in the "Where customerName" input field.

Additional Controls​

  • Clear Button: Allows users to clear the current search input.

  • Search Button: Executing the search based on the input provided is done by clicking this button.

  • Settings and Filters Icon: Opens additional search options or filters to refine search criteria.

Usage​

To use either search functionality:

  1. Enter the search term in the respective search bar.
  2. For the client search, use the suggested fields for quick filtering.
  3. For the customer name search, use the "Test Cases" section if needed.
  4. Click the 'Search' button to perform the search.
  5. Use the 'Clear' button to reset the search field for a new search.
  6. Adjust search parameters using the settings and filters icon for more refined results.
Last updated on