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Search Records in Controller

CardExchange Solutions Documentation

Search Records in Controller

Defining Search Options in the People Screen

Within the People screen, there is a quick search box at the top. By default, the system searches through a pre-defined set of fields to find the data you are looking for. The default searchable fields include:

  • Person Number

  • First Name

  • Middle Name

  • Last Name

  • Birth Date

  • Email

  • Card Number

  • Chipserial Number

  • Pacs Card Number

Customizing Searchable Fields

You can customize the fields that the quick search will check by following these steps:

Access Search Settings

  • Click on the gear icon located at the top of the screen.

  • Select Search Settings from the dropdown menu.

 

Search_Settings_Button-f064bb97-20240916-132815.webp

 

Enable Expanded Search Fields

  • In the Search Settings menu, toggle the option labeled Expand Search Fields to enable it.

Select Search Fields

Once the Expand Search Fields option is enabled:

  • You will see a list of field groups.

  • Expand each group to view the available fields within it.

  • Select the fields you want to include in the quick search by checking the boxes next to the field names.

Note: By default, no fields are selected when you first enable this setting, so make sure to choose the fields you want to search by.

 

Search_Settings_Pane-57838b48-20240916-132948.webp

 

Performance Considerations

Enabling more fields in the Expanded Search Settings may impact the system's performance when conducting searches. To maintain optimal search performance, it is recommended to only enable the fields that you frequently use for searching.

This feature allows you to tailor the quick search to fit your specific needs while ensuring efficient performance.

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