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Helpful Account Search Tips

One of the great features of CryWolf® is the hints and tips that are available right in the software.  Going other places to get information and help is nice (and I do appreciate that you are stopping by my little blog), but don’t neglect the helps that are available right on your desktop.  For example, when you click the “Search” box to find an account (red arrow below),the “Search Options” pop up window opens.

Two oft overlooked buttons in this window are the “Options” button (pink circle below) and the “Instructions” button (aqua circle below).
When the options button is clicked, the additional search options of “Where” to search and “Type” of search appear.  As shown below, the “where” (brown box) option allows the user to search the “Main Account”, the “Responsible Party”, and “All Related Records”.  The “type” search (green box) allows a default, Soundex, or MetaPhone search.  (The Soundex or MetaPhone searches allow searches based on what a name sounds like in English, and are quite helpful in finding foreign names).

When the Search Instructions box (aqua box below) is clicked, a helpful “Search Instructions” window opens.  
The “Search Instructions” window lists six ways to craft a search to find the information that you need.  These search tips can be used to enhance your internet searches also.
Thanks for stopping by and I hope that this tip will help as you search your way through the data in CryWolf®.



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