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Search

A. Tutorial video

B. Step-by-step instructions

This lesson introduces you to the most-used feature in SmartOffice Pro: searching for records.

  1. In the Search box at the top of the page, click the drop-down list and select People & Companies > Contact if it is not already selected.

  2. Perform a “blank” contact search to display a list of all contacts in the system.
    1. Without typing anything into the Search box, click the Search button (you can also place your cursor in the search box and press the Enter key).
    2. In the list of search results, click a contact name in the first column to open that record.
  3. Search for contacts by last name:
    1. Type smith in the Search box, and then click the Search button or press the Enter key. Searches are not case-sensitive.
    2. Note that the results include all contacts whose last names begin with “Smith.” This would include contacts with names like “Smithers.”
  4. Search for contacts by last name and first initial:
    1. Type smith, j in the Search box, and then click the Search button or press the Enter key.
    2. Note that the results include all contacts whose last names begin with “Smith” and whose first names begin with “J.” If SmartOffice finds only one matching record, it just opens the record instead of displaying the results list.
  5. Search for contacts using partial last and first names:
    1. Type sm, b in the Search box, and then click the Search button or press the Enter key.
    2. Note that the results include all contacts whose last names begin with “Sm” and whose first names begin with “B.”
  6. Search for contacts using a partial first name:
    1. Type , j in the Search box, and then click the Search button or press the Enter key. You still need the comma, even though you’re omitting the last name.
    2. Note that the results include all contacts whose first names begin with “J.”
  7. Create a contact that doesn’t exist in SmartOffice using the Search box:

    1. Type Washington, George in the Search box, and then click the Search button or press the Enter key.
    2. When SmartOffice asks whether you want to add a contact by that name, click Yes.

Perform an advanced search to specify more search criteria (in this example, let’s find all clients who have an e-mail address):

  1. In the Search box, change the search option to Contact/Business.
  2. Click Advanced Search to open the search dialog box.

  3. In the Type field, select Client.
  4. In the E-mail field, type @.
  5. Click Search. Note that the results include all Client-type contacts and businesses that have an e-mail address.