Page Comparison

There are several methods to search classes to see what is available in a center and review the details. By default, the classes module will display the classes that have recently been viewed by the user and show upcoming activities.

Step-by-Step Guide

There are two ways to search customer records; Quick Search, and Advanced Search.

Anchor
quick quick

Quick Search

1. The quick search is used by typing text in the search box and hit "Search". It enter. The search checks the entered text against applicable fields on ALL classes and will return any possible matches occurring in the next 30 days.

   Section
   Image RemovedImage Added

   
   

2. When the search is executed it will list all classes that match on the entered text matches more than one field users will see multiple results.

   Section
   Image RemovedImage Added Note After listing exact the search matches there will be other relevant results that may help users find what they needa list of recently viewed classes.

   
   

Anchor
advanced advanced

Advanced Search

1. Perform more in-depth searches by expanding the advanced search dialog.

   Section
   Image RemovedImage Added

   
   

2. The advanced search allows users to specify values for fields.

   Section
   Image RemovedImage Added

   
   

3. Click search and the customer record fields matching will be listed.

   Section
   Image RemovedImage Added Info When users perform an advanced search the query text used will be displayed. Users can manually modify these or open the advanced search to adjust the parameters.

   
   

Related articles