Searching for information in text fields in RB9

Did You Know?Did you know that you can find information entered in Warning, Remarks, and other text fields in RB9 even if it’s not one of the filters in Search Criteria?

If you ever wanted to search for text in fields that aren’t in the Search Criteria of any function in RB9, you can create and save simple queries to do just that. Here’s the step by step:

  1. In RB9 go to Tools > Query Maker.
  2. In Query Maker, choose the Data Set that has the field you want to search. For example, if you want to find contacts that you entered a note in their Warning field that you promised not to make them C.O.D., choose Contacts.
  3. In the Columns pane below that, select the columns you want to display on your grid. In this example, choose FirmName, FullName, and Warning.
  4. In Conditions  choose Warning in the Column dropdown.
  5. Choose contains in the  Operator dropdown.
  6. In the Condition field enter the keyword/phrase you’re looking for. In this example, no C.O.D.
  7. Click Execute.
  8. In the Result pane, RB9 will display the warnings that contain the keyword/phrase you entered, along with the related information in the columns you selected in step 3. You can export these results  to Excel by clicking the export button in the bottom right corner of the Result pane.
  9. If you want save this query to use again later, click Save  and give it a name in the Save Query popup. (If you want you allow other users in your RB9 to use it, slide Share with others to Yes.) Click Save.
  10. If you saved the query, when you want to use it again click Open in Query Maker and find the query. You can change the query instead of starting from scratch to make a new query and save it with a new name if you plan to reuse it.
Query Maker text search

Query Maker text search example (click image to see larger)

NOTE: Notes Finder is for Notes Logs

RB9 does have a text search function for notes — but it’s for Notes Log entries only. You can use Tools > Notes Finder to search for text in Notes Logs for:

  • Cases
  • Contacts
  • Firms
  • Firm Collections
  • Invoices
  • Jobs,
  • Locations
  • Resources
  • Tracking
  • Witnesses

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