Performing Searches in PayGo
Performing Searches in PayGo
One of PayGo’s friendly features is its abundance of search options. From products to sales to customers, your PayGo software will let you easily search from nearly every screen. This makes for very strong and detail-oriented Point-of-Sale software, but it can be a little bit daunting for a new user. This article will help you to more efficiently use your search functions.
Search Bars and Boxes
Your PayGo software has search bars and boxes in every central screen and for nearly every function. The simplest place to start is on each of your central screens, where a Search area can be found on the left side of the screen, with search parameters relevant to every screen’s function. You can also open a search screen by clicking the Magnifying Glass icon to the right of each central screen button accessed through your Menu.
Modifiers make searching a bit easier, by allowing you to expand or narrow your search as you choose. Because there are so many search modifiers, we will only be going over some of the most popular. For a more complete list of modifiers, try this Filemaker resource.
(partial words/names) – partial word(s) search: This is a very basic search. When performing a search, you may only know part of an item or customer name. For instance, if you were looking for an item with a name that you only recall has the either the words blue or bleu, and either shirt or sweatshirt, you would type bl shirt and the search results would include all the items with those words, including if the word you searched is part of a larger word or title.
* (asterisk): the asterisk (*) is a “wild card” search symbol which means “any/all” characters. Simply put, if you use this symbol in a search field, it will find all records you have for that field.
For example, if you need to find all of the customers in your software that have given you an email address, you would enter an asterisk * in the email field of the Customer Find Screen.
This function can also be used if you’re searching for a partial word match. For instance, let’s say you’re searching for a customer named Lindsey, but you’re not sure if it’s spelled Lindsay or Lindsey, or Linsey or Linsay. To search for that name, you would type Lin*y in the name field of the Customer Find Screen, and the search engine would find every name that started with “Lin” and ended with “y”.
= (equal): The equal (=) is a “whole” symbol that will allow you to match a word exactly. If you needed to perform a search for a vendor but you only remember the word “good” in the vendors name. Typing =good will find you all names that have the word “good” in the title, but not words like “goodness” or “goodies.”
This can also be used if you want to find something that you haven’t named yet (for instance, if you have entered in all of a vendor’s information but didn’t have a name for it yet). Typing = in the search field will bring you all results that have no title.
“ ” (quotes): Quotes are handy for when you need an exact match for your search. For instance, if you know that your customer is named John H. Smith, and that’s how you know that’s how the customer is entered in your database, you would type “John H. Smith” and only that result will be found for you.
< > (“less than” or “greater than”): This search is great if you’re looking for data that’s less than or more than something. For instance, if you’re searching for an on-hand quantity that’s less or more than a certain number, or if you’re looking for sales information from before or after a certain date, this code would be very useful. This can also be combined with = (equal to) to include the date or time that you’re using for the search.
You can also quickly add the current date into a date field using the following key commands:
Windows: (CTRL) + – (hyphen)
Mac: (CMD) + – (hyphen)
! (exclamation): this will return any duplicate results. For instance, if you want to find any items or vendors that were accidentally entered into your software twice, you would enter the name of the item or vendor with the duplicate information, followed by the ! symbol, and all accounts related to the name will be found.
Also, you can use this symbol to find any duplicated information you might have in your software, by entering the ! symbol by itself in the search bar.
… (ellipses): This will allow you to search for ranges, such as date ranges or item ID numbers. 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. Similarly, you can search for a range of items by using an ellipse between Item ID numbers to return all records for products within the range of the item IDs.