Find Payment
Use Find Payments to search for Payments already in your database. Payment information is stored in the database by the fields completed in the Add - Payment process. When using the Find – Payments form, you search for a desired Payment using information stored in the database via these fields. Search results viewed on the List – Payment page display in columns, and each column of search results corresponds to a data field. Only a limited, pre-defined set of columns pertaining to Payments is available to you on the Find – Payment page.
Find Payments
- To search for Payments already in your association's database, go to . The Find - Payment page opens.
- For a more specific search, click the Advanced View check box. Expanded Boolean seach options appear for each search criteria field. Use these search options to narrow your search results further.
- Click Go. A list of search results displays in the List - Payment page. If only one result comes of the search, the profile page for that result opens.
Note: The more specific you make search criteria, the narrower your results will be. Searching for a Sort Name beginning with "F" will return more results than searching for a Sort Name beginning with "Full." Searching for all records with a Payment Gateway starting with a "T" will produce more results than searching for Payment Gateways starting with a "T" with a specific Date Completed.
Find vs. Query
Most Finds and Queries in netFORUM are run in CRM. The Find page is set up with a pre-defined set of columns (fields) versus a Query which allows you to select from any column in the search Table.
If you are not sure what you are looking for, use the netFORUM wildcard character, the percent sign (%), to help you with your search. This is especially helpful when used in conjunction with the contains option on the Sort Name field.