Using Quick Search

Quick Search is an easy way to define the clients or staff that display in the Client Manager and Staff Manager grids by specifying values from profile attribute filters.

To use Quick Search, do the following:

1. Click Clients or Staff on the navigation panel and, if needed, expand Quick Search to display the available filters. Your last used filter values are selected by default; otherwise, All is selected.
2. Select from any of the filters.

Client Filters	Staff Filters
Client Type	Home Office
Office	Reporting Manager
Status	Position
Class	Department
Year End	Status
Client Responsible Staff Person
Client Responsible Staff Position

3. Click Go to display records matching your selected criteria in the grid.

Notes:

• The columns used in the last selected view are used for the Quick Search results.
• All grid functions available for views are available for Quick Search results.
• Quick Search results display only records that you have assigned rights to view.

Using Grid Components

Grids are used to list and access items, such as clients and staff. Grid data can be manipulated in various ways. Some of the behaviors for managing grid data, such as Print, Export, and Find, follow Microsoft^® standards. Additional grid components exist on the ribbon, right-click menu, and in the grid itself.

See Working With Grids for information about grid ribbon options, column and sort options, grid search, grid print, and paging.

Note: The Export Grid option exports up to 20,000 records from all pages of the Client Manager Quick Search results. For the Staff Manager Quick Search, only the current page of results are exported with this option.