Client/Department Power Search

In this Article:

Power Search is a robust tool to search your database. Here we'll discuss topics specific to Client/Department Power Search.

Accessing Power Search:

To access the Client/Department power search:

1. Click on Clients/Department in the left-hand navigation menu
2. Click Power Search 

Saved Searches:

When you've formulated a search that you'd like to use in the future, you can save that search like this:

1. Click the blue menu button in the top-right of the Power Search screen
2. Select Save Search

How do you find your saved searches? By following these steps:

1. Click on Clients/Department in the left-hand navigation menu
2. Select Saved Searches

From this screen, you can view all searched that you've saved. You can also Delete saved searches here.

Expert Mode:

Expert Mode allows you to utilize boolean strings to more quickly and efficiently search your database.

To activate Expert Mode for Clients/Departments:

1. Click on Clients/Department in the left-hand navigation menu
2. Select Power Search
3. From Power Search, check mark the Expert Mode box

Once this box is checked, your view will change to Expert Mode.

Check out our extensive Expert Mode guide (insert link?) for details on how to best use this feature!

Additional Assistance:

Need more Power Search help? Check out our extensive Power Search articles in the Additional Information portlet.