Searching for Customers

To quickly search for a customer, license, or invoice in SOLO, simply hover over Search on the main menu or navigate to the home page.  Enter search parameters in the form on the menu or in the Quick Search section on the home page and click Search.  For more advanced searches, click the Advanced button or the search icon in the menu.  This will take you to a search page where you have the option of several search types as outlined below.  Also note that Global and Master Users search Globally by default.  Uncheck the Global Search checkbox to only search the selected author's records.  Finally, the result listing will be limited to the first 100 matching records.

 

The searches are as follows

 

Wildcard Searches

All text fields in the search will automatically have their values wrapped with wildcard characters on either end of the value, allowing the query to search for similar records instead of just exact matches.  You can override this functionality to only allow a wildcard character on the right or left of the string by simply entering your own wildcard character to the string.  SOLO uses the % character as the wild card character.

 

Viewing Search Results

With the exception of Absolute Searches, you will be taken to a screen that lists one or more customer, license, or invoice records that match the criteria.  Click the CustomerID to view the customer record, the LicenseID to view the license, or the Invoice No to view the invoice .  You can also sort the results by any column by simply clicking the column header label.  The column that the data is currently sorted for will have an arrow in it pointing in the sort direction.