Lineal SQLWorks Custom Search is designed to help you manage even the largest of business databases quickly and efficiently, so being able to find what you need easily is vital.

When a simple search isn’t quite cutting it, trying using SQLWorks’ ‘Custom Search’ tool for a more targeted search. This can be found by clicking the small dropdown arrows beside the ‘Search’ Field on the Search Bar, and selecting ‘Custom Search’ at the bottom of the list. This opens the ‘Custom Search’ window (pictured below.)

From here users can search different attributes of list entries in the left hand field, using a search criteria in the middle column (such as ‘contains’, ‘begins with’ etc.) relating to the text typed in the right hand field.

By pressing the (-) or (+) buttons on the right, users can also add or subtract extra conditions to build a more complex and specific custom search query, helping to find the needed entries.

‘Search for all records matching’ chooses the criteria searching, such as ‘Any’ or ‘All’ of the chosen terms, and by using the ‘Saved Searches’ dropdown menu users can set Custom Search to the ‘Last Search’ or save a custom search for next time.

Press ‘Search’ and SQLWorks will narrow down your list to the chosen custom search terms. Happy hunting!

 

For more information, contact our team today: 01271 375999

Quick Select

Depending on the size of your business, SQLWorks Companies List can be very large – so what’s the fastest way to find what you need?

SQLWorks ‘Quick Select’ feature has been built to help you find entries you’re likely to need, such as those with recent or outstanding records, or on one of your personal saved Client Lists.

Clicking the small arrows beside the ‘Search’ field in the Search Menu opens the Quick Select Menu. From here users can quickly filter the full Companies List with one of several pre-saved options, for example companies with ‘Recent Phone Logs’, ‘Running Tasks’ or ‘Diary Entries this Week.’ Quick Selects for Stock and Purchase Ledger (SL/PL), and Client Lists or Client Type, are also available to choose.

SQLWorks will narrow your list to those entries matching the chosen quick select, which can significantly help cut the time you spend looking for records. The SQLWorks team can even add additional Quick Select queries if your business needs them.

When you’re done, simply click the blue ‘Undo’ Arrow on the right hand side of the ‘Search Bar’ to return to viewing the full Companies List.

.

Contact us today: http://www.sqlworks.co.uk/contact/

Navigating SQLWorks

SQLWorks has three areas which form a standard ‘look and feel’ across the software and allow users to easily navigate even the most complex business databases.

Down the left hand side of the page is the Navigation Bar (or ‘NavBar’)(1) – this is the main menu of SQLWorks. Users can expand sections by clicking on the small grey arrows beside the items in the NavBar to enter CRM, Accounts, Stock Control, System Admin and more, or to view and enter subsections.

Above the main list, the Search Bar (2) can be used to search for entries in different modules, finding an entry from lists of phone logs, stock, tasks or other lists in different parts of SQLWorks. If you open a full screen list in SQLWorks the Search Bar will be wider, but users can also adjust the width of the entire list column by clicking and dragging the right hand border.

On the right hand side of the screen is the information relating to the selected entry. Using the Tool Bar (3) users can perform functions related to the selected entry, such as editing, adding a new entry, saving, deleting or loading reports (4.) Your data is then displayed below in the Main Window.

All the SQLWorks menus available can all be customised by Lineal to match the needs of your business, and ensure that you can always find what you need when navigating SQLWorks.

.

For more information, contact our team today: http://www.sqlworks.co.uk/contact/