This document provides a comprehensive list of data fields used in keyword searches within the system. It categorizes fields based on their respective data tables and specifies their search functionality. Unless otherwise noted, these fields apply to all versions of Release 3.
Client Data Fields
Client Profile
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Client Last Name, First Name
- Searches both last and first names when formatted as "Last, First".
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Example:
- "Smi, A" finds "Smith, Adam" and "Smithers, Annie" but not "Westsmith, Arnold".
- "Smith, Rhonda" finds "Smith, Rhonda" and "Smithers, Rhonda" but not "Smith, Randy".
- Client Name – Searches anywhere in first or last name.
- Client ID
- Company Name *
- Home Phone * – Format: (###) ###-#### (Best used without area code)
- Mobile Phone * – Format: (###) ###-#### (Best used without area code)
- Date of Birth (full dates) * – Format: mm/dd/yyyy
Client Attendance
- Course Code
- Client Name
Client Case Notes
- Client Name
- Client ID
- Case Notes
Client Coursework
- Course Code
- Client Name
Client Employment
- Client Name
- Employer Company
Client Goals/Achievements
- Client Name
- Goal
- Goal Category
- Achievement
Client Skills Profile
- Course Code
- Client Name
- Client ID
Company Data Fields
Companies
- Company Name
- Type(s)
- Contact Name
- Phone *
Contracts
- Project Number
- Project Title
- Company Name
Notes
- Company Name
- Note
Services Data Fields
Courses
- Course ID
- Course Title
- Category Name
Course Sections
- Course ID
- Section ID
- Title
- Start Date (full date) *
- End Date (full date) *
- Instructor 1 Last Name *
Course Countbook
- Session
- Course Code
- Title
- Start Date (full date) *
- End Date (full date) *
- Instructor 1 Last Name *
Proposed Courses
- Suggested Title
- Status
- Staff
Conferences
- Conference ID
- Title
- Category Name
Products
- Product ID
- Title
- Category Name
Memberships
- Membership ID
- Title
- Category Name
Prepaid Services
- Prepaid ID
- Title
- Category Name
Donations
- Donation ID
- Title
- Category Name
Bundles
- Title
- Type
Financial Data Fields
Invoices
- Invoice Number
- Client Name
- Client ID
- Session
- Invoice Date (full date) *
- Due Date (full date) *
Revenue
- Name
- Transaction Number
- Course Code
- Payment Type
- Amount
- Transaction Date (full date) *
Expenses
- Course Code
- Revenue Item
- Account
Deposits
- Transaction Number
- Invoice
- Client Name
- Payment Type
- Revenue Item
- Deposit Date (full date) *
Discounts
- Title
- Type
- Course Code
Payroll
- Staff Name
- Course Code
- Account
- Revenue Item
Staff Data Fields
Staff Profile
- Staff Name
- Staff Code
- Home Phone *
- Work Phone *
Certifications
- Staff Name
- Certification
Development
- Staff Name
- Activity
Notes/Log
- Staff Name
- Type
- Method
- Case Notes
Conclusion:
This guide outlines the keyword search fields used across different modules in the system. Proper use of these fields can streamline data retrieval and improve search accuracy. For further assistance, refer to related articles or contact support.