All record lists across Scribe Accounts, Cemetery and Bookings now have the same functionality to search and filter records in two different ways.
Quick Search allows for wildcard searches across all data, whereas Advanced Search allows you to filter on specific fields using different search clauses. It is also possible to export the filtered records to an excel file.
To quickly find relevant records, enter text in the 'Quick Search' toolbar or click on 'Advanced Search' at the top of the records page.
- Click on one or more options to filter the list (e.g. Reference or Customer)
- Search for records using keywords & digits (e.g. Reference, Venue), using numbers (e.g. Standing Capacity) and using dates (e.g. Start Date). You can then click on the drop-down to filter the option further. For example, is the start date between, before or after the date(s) entered.
- Select 'Search & Filter' to update the records you are viewing.
- By selecting the 'Download' button (next to the search options), you can download the filtered records into an Excel File.
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