Searching...

One of the most difficult thing in most system is finding what you are looking for.  The eCandidus™ Desktop uses a simple "click & find" methodology, which is used through the system.

You can tell when you can use the click & find method by looking at the bottom of the form, or area.  For example:

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Notice the command area.  When you see the two arrow buttons, you can click and find.

Simply click anywhere in the listing and type what you are searching for:

In this example, "comp" and "rel" where entered.   While you are typing, the selection is shown in red, and when you pause typing, the system will search the set and display the entries where all of the words exist in the key information field, and the selection turn black:

You can continue the selection process by typing more text to search for:

or by pressing the backspace key and entering a new search criteria:

at which time the system will re-display the listing:

If your selection results in more entries than there are rows in the form, you can use the next and previous commands to page through the list.

Once the entry that you are looking for is shown, you can select it by double-clicking on the line.  We have found that, when searching for names, you can get a good search by entering three or four characters from each the first and last name.  This gives you the fastest possible typing time, and a very narrow selection.

The best example of Click & Find is found the the Front Desk.

 

Filter

The second method available to search potential lists is the filter method, which can be used whenever the following set of tabs are shown:

The list tab displays all of the entries and allows the sorting of the information:

In this example, the history is sorted in date order, with the latest date first.  By clicking on the title bar, you can change the column to be sorted by and whether to make the sort ascending (from lowest to highest) or descending (from highest to lowest).

When you click on the filter tab, a new line is inserted into the list:

In this mode you can enter filter expressions for each of the columns:

The system will select those entries where all of the words entered are found, in this example only those entries where "plaintiff" is found are displayed.  Note that the selection is done once you enter the selection and leave the column by pressing the tab key.

Note that a new filter line is shown, which allows for a new filter to be entered:

Here the entries for associate RP where added to the entries where the word plaintiff was found in the text.  

While here, the entries which had the word plaintiff where trimmed down to only those that also were for associate AQ, and then the entries for associate RP where added.

Up to this point , we have used keywords to filter, but you can also use expressions:

In this example we have selected those entries after January 1, 2004.  Note that this not include January 1st itself, you can do this by using:

The operators that can be used are as follows:

Operator Meaning
= Equals
<> Not equals
> Greater than
>= Greater than or equal to
< Less than
<= Less than or equal to