Performing an Advanced Find

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.

 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.

Steps

To perform an advanced find from the Find Account tab:

  1. Click to open the Advanced Find page.

  2. 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.

  3. Click OK to display your search results.

Searching Hierarchies

There are two fields that help you search a hierarchy:

See Also

Viewing Search Results

Finding an Account