EDIFICE Inquiry - Field Search

The Field Search for the Inquiry offers another way to look for account or location information.  You can look search by the field of your choosing simply by entering the search term in the field.  While you can search by account number, you don't need to know this information to find an account.  The field search results display in a list, which offers the additional functions such as sorting and grouping, printing and exporting to Excel!

Field search is very flexible.  You can filter on multiple fields of information, which allows you to pinpoint the information you are looking for.  With field search, you can create targeted lists for reaching out to customers, and even add contact notes to keep track of your communication with them.  Plus, the search list generated through field search can be exported for a wide range of purposes, including sending notices to customers in specific areas of your district.  

 

Directions:

From the Inquiry, click Field Search .  The following screen displays.

EDIFICE Inquiry - Field Search by Location Example:

EDIFICE Inquiry - Field Search by Customer Example:

 

EDIFICE Inquiry - Field Search Prompts

Click to select the location tab or the customer tab to search.  Different search fields display based on which tab you select.

Search Term

Enter the search term in the field to search and then press [Enter] or click Search .  For example, to search for a specific name, click the customer tab and enter last name or part of the last name that is known in the last name field.

Tip:  To clear previous entries, press [Ctrl + x] or click Clear

Select Account

To select an account from the search list, simply double-click the desired account.

Use this option to filter on any search field in the current results.  This can be handy if you want to search a field in the grid that is not listed as one of the fields to search.

Organize Field Search List

The Field Search shows all results in a list.  The list can be sorted and filtered so that the list will display in the way that you want.

Tip:  There are also settings that allow you to choose the columns to display in the list including customer or location user definable fields.

 

 

Sort List

To sort, simply click the desired column heading.  To sort in reverse order, click the column heading a second time.

Filters

To limit the accounts to those that meet certain criteria, click Filter next to the desired column heading and the filter choices display.  You can filter on multiple column headings.  Here is an example of street name filters.

To select the choices to use as criteria, check the desired box or boxes and then, click OK.

Note:  Advanced filtering options are available by clicking Text Filters.

Right-click Functions

To see additional options that include printing or saving the list, right-click in the grid.  Below is an example.

 

To expand all rows in the grid, click Expand All.

To collapse all rows in the grid, click Collapse All.

To copy the account highlighted in the selected rows, click Copy.

Printing & Exporting Functions

These functions can be handy for further manipulating or formatting the data or sending copies to coworkers.  In addition, Print and Print Preview functions are available.  

 

To print a list of the accounts in the grid, click Print.  

Or, to print a list of the accounts to the Print Preview window, click Print Preview.

To create a Microsoft Excel spreadsheet from the accounts in the grid, click Save as Excel.  Then, follow the normal Windows® save procedure listed below.

Tip:  This can be handy if you want to further manipulate the search list.

To create a PDF document from the accounts in the grid, click Save as PDF.  Then, follow the normal Windows® save procedure listed below.

To create a Microsoft Word document from the accounts in the grid, click Save as Word.  Then, follow the normal Windows® save procedure listed below.

Tip:  This can be handy if you want to change the heading, formatting or print the list on letterhead.

Window Save As

The Windows Save As steps:

  • At the Save In field, navigate to the desired location.

  • At the File Name field, enter a file name.

  • The Save as Type is set based on the Save as selected:

  • Excel document to save as an Excel file.

  • PDF to save as a PDF document.

  • Word Document to save as a Word document.

  • PNG to save as a PNG image.

  • Click Save .