Find Contact Document
Use Find Contact Document to search for Documents already in your database. Contact Document information is stored in the database by the fields completed in the Add - Document process. When using the Find – Contact Document form, you search for a desired Document using information stored in the database via these fields. Search results viewed on the List – Document 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 Documents is available to you on the Find – Contact Document page.
Find Contact Document
- To search for Documents already in your association's database, go to . The Find - Contact Document page opens.
- 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.
- Click Go. A list of search results displays in the List - Document 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 File Name beginning with "F" will return more results than searching for aFile Name beginning with "Full." Searching for all records with a Document Description starting with a "T" will produce more results than searching for Document Description starting with a "T" with a specific URL.
Find vs. Query
Most Finds and Queries in netFORUM are run in CRM. The Find page is set up with a predefined set of columns (fields) versus a Query which allows you to select from any column in the search Table.
Tip: 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 File Name field.