Search
Global Search
A global search can be done by entering a search phrase in the Search field and hitting return on the keyboard or by clicking the search icon 
.
This method looks for a match in several areas of a contact and loan records and may take a considerable amount of time on larger databases.
For Branch Users
The global search will only search for records belonging to the branch the user is currently logged in as. To search for records belonging to other branches, use the Advanced Search.Advanced Search
A more focused and faster search for contacts or loans can be done by clicking 
and entering a search phrase in one of the fields shown.
Field Level Search
Searches for records using specific fields can be done by clicking 
.
Search criteria can be saved for future use by specifying a Search Name and clicking Save Changes.
Click the + and - buttons to add and remove search options.
Search Result
The result of the search will appear in the sidebar.
Up to eight search results each under Contacts and Loans will be shown. If there are more than eight results, click SHOW MORE RESULTS to see the rest.
Click the disclosure triangle 
next to Contacts or Loans to collapse and expand the list.
