You can use the Advanced Find feature to narrow your search by selecting multiple search criteria.
In addition, a wildcard feature is available to help you locate a group of subscribers that meet a certain search criteria. The MetraCare wildcard feature applies the standard wildcard rules. For example, use the asterisk (*) at the end of a string to find all subscribers of a certain last name. That is, tor* retrieves all subscribers whose last name begins with "tor." You can also use the asterisk (*) at the beginning or middle of a text string.
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Note |
You cannot use the wildcard feature with numeric entries, with the exception of phone numbers. Numeric entries other than phone numbers must be exact. |
To perform an advanced find from the Find Account tab:
Click to open the Advanced
Find page.
Enter your search criteria in the appropriate text boxes. You can enter information in multiple text boxes. For example, in the enter the text "smith" as the last name and "6175551212" as the phone number. This helps narrow your search results.
Click OK to display your search results.
There are two fields that help you search a hierarchy:
Hierarchy Date: since hierarchies can change over time, you can select a particular date to search. The current date is auto-filled into this field.
Search Hierarchy From: you narrow your search to subfolders of the folder you enter in this field. The easiest way to enter a folder is to drag and drop it from the Hierarchy Tree view into the field.