Searching and Filtering Objects - Patient Manager Documentation

Searching Objects

A search filter is an easy way to display only those items stored in a Folder or a Search Folder, that meet certain criteria. For example, Contacts can be filtered by one or more keywords, present in one or more fields of a Contact item. After a filtering, all of the other items are still in the Folder and can be seen again by removing the search filter.

To filter / search objects, type one or more search terms (the words or phrase that best describe the information you want to find) into the search text box and hit the Enter key or click on the Find Now button.

You can use multiple search terms to produce better results.

Apply a Search Filter

1. Click the Search button on the toolbar.

2. Type the search keywords in the Look For text box and press Enter.

Remove a Search Filter

1. If a search filter is applied, click the Search button on the toolbar.

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Searching Objects