Finding Records

When you select a find routine (e.g. look up option from toolbar or menu, or Find button on a module screen), the Student Manager Search window opens with the list of records in that table so you can search for the one you want to open.

Search for a Record

• Type a search term and the system will return records containing your search term

• If you have the Disable 1st Word Auto-Search preference enabled, you must click the Search button to see results.

• Name Search: Student Manager supports partial name searches. You can enter 2 or 3 characters of the last name, a space, then 2 or 3 characters of the first name (e.g. hav ch).

• Date Search: enter the date in mm/dd/yy format. You can also enter a partial date, e.g. 06/02 (June 2nd).

Open a Record

• Press the TAB or ENTER key to move from the Search field to the list of records.
• If more than 1 record meets your search term, scroll to the record then press the ENTER key to open it.

Search Keys

You will have several search keys depending on what Find Records option you are accessing.  For instance, in the Search Names routine, you can search for records by Name, ID, Firm, Zip Code, Day Phone or Home Phone.

The Search routine will return records that have your search value in any of the searchable fields.

Column Sorting

If you have a set of records showing and you want to sort that list, click on the column Header (e.g. Firm, Begin Date) to order the list by the column you clicked.

Resizing the Search Window

You can resize the find window to your desired preferences. Just drag the margins to where you want (we suggest making the WIDTH as wide as your screen for better viewing). Student Manager will remember your customized window width.