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Find Assignment

Modules>CRM> Assignments> Find Assignment

Use Find Assignment to search for Assignments already in your database. Assignment information is stored in the database by the fields completed in the Add - Assignment process. When using the Find – Assignment form, you search for a desired Individual using information stored in the database via these fields. Search results viewed on the List – Assignment 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 Assignments is available to you on the Find – Assignment page.

To search for assignments in the database, use the following steps:

1. Go to Modules > CRM> Assignments > Find Assignment. The Find - Assignment page opens.
2. For a more specific search, click the Advanced View check box. Expanded Boolean search options appear for each search criteria field. Use these search options to narrow your search results further.
3. Click Go. A list of search results displays in the List - Assignment 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 an Origin will return more results than searching for an Origin and a Status.

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.