This article explains how to use the search and filter functions in XenDirect to efficiently find specific records. It covers both Standard and Advanced search methods, how to save and set default searches, as well as sorting records in the Results List.
Overview of Search Methods
XenDirect offers two primary methods for searching records:
- Standard Search: A simple keyword search.
- Advanced Search: Allows you to select specific fields, operators, and values to filter results. The
%wildcard is also supported for greater flexibility.
Additional capabilities include the ability to:
- Set a unique default search for your login session.
- Save and recall searches for repeated use. Saved searches are unique to each user.
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Creating a Default Search
You can create a default search that automatically applies every time you log into a session. Here's an example of creating a default search for Client Last Name and First Name.
Step-by-Step Instructions:
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Navigate to the Client Data Area:
- Go to the Client section in XenDirect.
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Clear Active Searches:
- Click the [Clear All] button to remove any active searches.
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Access Advanced Filter:
- Click the [Advanced Filter] button, located to the right of the standard keyword search (represented by an inverted pyramid icon with three lines).
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Set Last Name Filter:
- In the Filter By Field, select Last Name.
- Set the Operation to "Matches".
- Enter a default value. Use a single letter, like "Z", to limit the number of results. This value will be deleted each time you use this saved search.
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Add First Name Filter:
- Click the [Add Filter] button.
- Repeat the steps for the First Name field.
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Save the Search:
- Click the [More] button (three vertical dots) to the right of the keyword search field.
- Click [Save As].
- Enter a unique name for the saved search.
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Set as Default:
- Enable the Default switch to make this saved search the default every time you open the Client area.
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Using the Default Search:
- Every time you return to the Client area, this search will automatically be applied along with the standard keyword search.
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Modify or Remove Search Filters:
- To change the search values, click the green search settings below the keyword search field and adjust the values.
- Click the X button to remove the search filter.
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Add More Filters:
- Continue adding filters as needed by clicking the [Add Filter] button.
Sorting Records
After performing a search, you can change the sort order of records in the Results List:
- Click on a column header to sort the results.
- An arrow will indicate which column is currently being used for sorting.
- Ascending Order: Clicking once will sort the list in ascending order (A-Z).
- Descending Order: Clicking the same column header again will sort the list in descending order (Z-A).
Note: Only one column can be used to sort records at a time.
Conclusion:
By understanding and using the search, filter, and sorting features in XenDirect, you can quickly find and organize records according to your needs. For further assistance, refer to related articles or contact support.