CardExchange Solutions Documentation
Visitor Events - Finding Event Data
CardExchange® Visitor offers many ways to view and Manage events etc.
In this section of the Help file we will go over all the functionality available for searching for specific
Using Find
In the Find section of the Data tab you can find the functionality Find. If you select this option, you enter a dialog window in which you can enter a combination of letters or digits to search on (only alphanumeric characters).
If you then click OK, the first element from the list of names that contains the requested combination is selected.
If the first match is not the one you are looking for, you can search on the same combination by clicking the Find next button in the Find section of the Data tab. You can repeat this until you have found the correct person.
The advantage of searching in this way is that the text you enter does not need to be at the start of an element in the events pane. The search does not make a distinction between uppercase and lowercase characters.
With this Find function, all elements in the Events pane remain visible. Any restrictions to the number of records that are displayed, which would normally apply as a result of what you have entered in the text field, are overruled.
Using Keyboard
The find functions that have been discussed in the section Using Find are also available from the keyboard. You can display the window Find by simultaneously pressing the control key and the letter f. You can repeat the search as often as is required to find the correct person by pressing the F3 function key.
Refresh Data
It is possible that you cannot find the intended record because it has only just been entered into the database. The details of the record in question have already been entered into the database, but CardExchange® Visitor has not yet, as it were, seen it. You can solve this problem by selecting the Refresh data option in the Find section (or by pressing the F5 function key). CardExchange® Visitor will retrieve the list of records from the database again.
Doing this ensures that the most recent data for the record concerned is displayed.