As with most search windows, you may type a name or a portion of a name to locate individual records or every record that includes your search string. If you have assigned Tags, you may also search AFTER clicking on a tag so that your search will be isolated to your desired subset of data. This may be quicker than waiting for the system to sort through and search hundreds of records when you are truly interested in searching only those records with a specific tag.
Common Search Problems
Frequently, users may attempt to search for a record but fail to recognize that the search field includes information from their last search. For example, if I click on the final TAG shown above (Morning View Baptist), I will get all five of the leaders whose records I’ve also tagged with the name of the church. However, if I did not notice that the search field still had “Smith” from my last search, I would end up searching for all “Smith” records having the Morning View Baptist tag. In my case, that search would end up with zero records found. Don’t forget this if you find that you are unable to locate a record you’re looking for. Ask yourself, “Am I searching through the entire database , or just within a specific TAG ?”
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