PayGo Tips

PayGo uses the powerful functionality of the FileMaker application. The search features described below are not all inclusive, so you may find more.

( * ) – asterisk:

The asterisk (*) is considered a wildcard search symbol, which means “any/all” characters. This can be used in several different ways within PayGo. One commonly used method is to find records that have something/anything in a particular field (such as an email address). So, if you wanted to find all customers that have an email address, you would enter the “*” in the email field of the Customer Find Screen.

You can also use this for partial word matches. If you wanted to find all customers that had the letters “san” in their name, you would type in “*san*” (without the quotes) into the customer name field and click find. Also, you can use this for any words starting with “san” by typing “san*” or ending with “san” by typing “*san” (all without quotes).

( = ) – equals sign:

The equals sign: This operator will return only records with no information in the field you put the operator in. An example is if you were looking only for records with no phone number so you could fill that information in, you could put the equals sign in the phone number field to return records without this information.

(partial words/names) – partial word(s) search:

This is probably the most used feature of all. When doing a search in PayGo, you may know a portion of an item or customer’s name. When searching, you can type in these portions and FileMaker will find all matching records. For example, in our examples used throughout this guide, we have used the company name, “Bob’s Art Emporium.” If we wanted to use a partial word match with this name, we could use “bob ar emp” or “bo art emp” or “art empo” etc. (all without quotes). PayGo/FileMaker would then bring back all records that match these partial words.

( … ) – date ranges:

For searching date ranges in PayGo, you can use the ellipse characters between two dates and FileMaker will then return all the matching records. For example, you could enter “01/01/05…05/31/05” in a date field of a find window and PayGo would return all the records in that range of dates.

( “” ) – quotes:

The quotes can be used if you want to “force” PayGo to search for an exact match within the database. If you wanted to find the name “Mitch”, you would put quotes around it. Otherwise, the program will find all other names with the same characters, as a partial word match would do.

(< or >) – less than, greater than:

Just like in math class: Useful for finding number information less or greater than a number. Also, can be combined with an equals sign to do “Less than or equal to.” Customers often find this useful in the “On-Hand” Field to find records with a particular On-Hand count.

( ! ) – duplicate search:

This operator will return any duplicate field results. For instance if you wanted to find any Company Name duplicates, you would put this operator into the “Company Name” field.

Date Entry

You can quickly add the current date into a date field using the following key commands.
Windows ~ (Ctrl + -)
Mac ~ (Cmd + -)

Sorting

You can use the sort button to change the sorting of the line items listed in this window. As you can see by the screen shot below, you can select virtually any field to sort the records you see.