Search Button

Clicking on the Search button in the bottom left-hand corner will open the Search For... layout.

Note: The Search For.. layout is available only from the Members window. On the Budget and Chapters windows the Search button will bring up the Search Editor, which is described in detail directly below.

Let's say you wanted to search for all the members with an outstanding balance. You would follow these simple steps:

1. Select the type of member information you are searching from the pop-up list on the far left. In this example, you would choose Current Balance.
2. Select the logical operator for the search from the middle pop-up list. In this case, it's "is greater than".
3. Enter the value in the far right box.
4. Click on the Search button. The records that meet your search criteria will appear in the Members window.

Search Editor

If you are searching for Budget records or Chapter records, you will be using the Search Editor. There is also a Search Editor button on the Search For... layout for more complicated searches for member.

Opening the Search Editor

From the Budget or Chapter window, click on the Search button to bring up the Search Editor.
If you are in the Members window, click on the Search button to bring up the Search For... layout, and there click on the Search Editor button.

Building a Search Argument

You need to tell The House Manager what you're searching for. This is called the search argument
To create your search argument:

1. Select the field. There is a list of fields in the lower left-hand corner. Click once on the field to select it, and it will appear in the search equation above.
2. Select an operator. The middle scroll box contains the operators.
3. Type in a value in the Value field.

Note: the search engine is not case sensitive.
4. Click on the OK button to execute your search or click on the Cancel button to cancel your search and leave your selection of records as is.

Made a Mistake?

To edit a part of your search argument, click on the part and edit the value, or select the correct field, operator or conjunction.
To delete an entire line, select a part of the line, and choose Cut from the Edit menu.
To delete all the lines, select Clear from the Edit menu.

The Wildcard:

As an example, let's say you wanted to search for all the members with the first name `Steve'. If you use the "contains" operator, you will get the members with that name, and you'll also get the members with that name as part of their name (`Steven', for instance.) Instead, you could use a wildcard in the search argument to specify that you only want the names that start with those letters.
The wildcard character, "@", tells the search engine to ignore everything that comes afterward.

Complex Search Argument

This example is a search argument with only one search criterion, but sometimes you may need several criteria. For example, if you wanted to find all the members in Colorado named "Steve", that would require a complex search argument. To create a complex search argument:

1. Generate the first search argument using steps 1, 2 and 3 above. (Choose a field and an operator. Type in a value.)
2. Select a conjunction from the box on the far right.
3. Generate the next search argument using the same three steps.
4. If there will be another search argument, you will need to add another conjunction.
5. Click on OK to execute your search.

Saving and Loading Searches

If you have a complex search argument that you use frequently, you might save time by saving the search argument to file and then loading it when you need it.

To save a search argument:

Once you have built the argument, click on the Save button, and select a location for the new file.

To load a search argument:

When you bring up the Search Editor by clicking on the Search button, click on the Load button next and open your saved search argument.

Search in Selection

Every time you search, the search engine looks through all the records for that file. In most cases, that's exactly what you want to do. However, there may be a time when your search result gives you too many records. To narrow down that selection without performing the same search again, click on the Search in Selection checkbox, and the search engine will only search the records you have listed.