Search Features

CONVENTIONS

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Permission-based items are highlighted in red.

System navigation is italicized.

SEARCH FEATURES

“The Client called and wants to reprint the flyer we did last year… what’s the Job Number?”
“Where’s the ad he just uploaded?”
“Which of our vendors handles large format outputs?”

The CurrentTrack® Quick and Advanced Search features can help you answer questions just like these… and many more.

QUICK SEARCH

The Quick Search feature, located in the top left corner of all CurrentTrack pages, enables you to search for jobs by Title keyword(s) and Job Number(s).

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Enter the desired keyword(s) or Job Number(s) in the field provided. For example, all jobs in CurrentTrack whose Title contains the word “web site.” If you’re entering more than one term or Number, be sure to use commas as separators; click Return/Enter on your keyboard.

On the Results screen, you’ll see links for job Titles, as well as Documents and Attachments Folders. Clicking on a Title will take you to the job’s One Sheet. To sort the information on the screen, click on the desired column header.

TIP: If the job you’re looking for doesn’t appear in the results, try entering an alternate format for the keywords (e.g. website vs. web site) in the Quick Search field.

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ADVANCED SEARCH

The Advanced Search feature (see gear icon to right of Quick Search box) enables you to search for specific jobs, attachments, documents, et. al using a number of different criteria.

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TIP: Search Results are limited to 500 matches. Be as specific as possible when entering search criteria.

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Address Book Search

To locate a specific Vendor, go to Advanced Search — Address Book Search — Type is [e.g. Vendor].

Ideally, when Vendors are added to CurrentTrack, one or more Keywords are associated with their profiles. Enter a term(s) in the Keywords field. Information can also be culled by Name, Address, Contact, Phone Number, Notes, et. al depending on whether you’re searching the Vendor, Client or Employee Address Book; click Submit, Results are ordered by Date Entered, by default.

TIP: To update or correct a Vendor’s information, from within the search Results screen, click their corresponding Edit link. 

Attachment Search

To search for an attachment, go to Advanced Search — Attachment Search.

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Indicate the Client under which you think the attachment resides. If you know who uploaded the file, select his/her name from the Uploaded By drop-down menu. You may also specify the Extension of the file (e.g. .jpg, .gif, .doc, etc.). If you’re including Keywords, be sure to specify if results should contain all of, at least one of, the exact phrase, or does not contain any of the words you’re listing.

TIP: If the Attachment you’re looking for doesn’t appear in the results, try entering an alternate format for the keywords (e.g. website vs. web site).

Lastly, decide how you’d like Results ordered — by Name or Date Uploaded — and click Submit.

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On the Results screen, you’ll see Action links (according to your Permissions) as well as links for Client, job Titles and Numbers. Clicking on a job Title will take you to the respective Job One Sheet. To see a job’s Financial Report, click the desired Job Number. To sort the information on the screen, click on the desired column header.

To view a Printer Friendly version of the search results, click on the printer icon located at the top of the page. 

Billing Entry Search

To locate a Billing Entry, go to Advanced Search — Billing Entry Search.

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Choose a Client from the drop-down menu and, if you’re including Subject keywords in your search, specify if results should contain all of, at least one of, the exact phrase, or does not contain any of the words you’re listing.

TIP: If the Entry you’re looking for doesn’t appear in the results, try entering an alternate format for the keywords (e.g. website vs. web site).

If you know the Invoice Number included in the Entry, or when it was created, include that information as well. Lastly, decide how you’d like Results ordered — by Client Name or Date Entered — and click Submit.

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On the Results screen, you’ll see Action links (according to your Permissions) as well as links for Subject, job Titles and Numbers. To view a Billing Entry, click on its respective Subject. Clicking on a job Title will take you to the job’s One Sheet. To see a job’s Financial Report, click the desired Job Number. To sort the information on the screen, click on the desired column header.

To view a Printer Friendly version of the search results, click on the printer icon located at the top of the page.

Document Search

To locate a document in CurrentTrack, go to Advanced Search — Document Search.

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Enter the Client name, document Type, Job or Media Type(s), creator, date range, and/or Subject. If you’re including Subject keywords in your search, be sure to specify if results should contain all of, at least one of, the exact phrase, or does not contain any of the words you’re listing.

TIP: If the Document you’re looking for doesn’t appear in the results, try entering an alternate format for the Subject terms (e.g. website vs. web site).

Depending on the type of document you’re searching for (e.g. Change Order, Progress Report, Client Contact Report), you can also include Document Body criteria.

Lastly, decide how you’d like Results ordered — by Date Created or Created By — and click Submit.

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On the Results screen, you’ll see Action links (according to your Permissions) as well as links for Client, job Titles and Numbers. To view a document, click on its respective View link. Clicking on a job Title will take you to the job’s One Sheet. To see a job’s Financial Report, click the desired Job Number. To sort the information on the screen, click on the desired column header.

To view a Printer Friendly version of the search results, click on the printer icon located at the top of the page.

Job Number Search

To search for a specific job, go to Advanced Search — Job Number Search.

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Choose a Client from the drop-down menu. If you know the Type of job you’re looking for (e.g. Newspaper Production), choose it from the Job (or Media) Type menu(s). You may also search for the Number by including a date range (i.e. Opened Between) and Job Title. If you’re including keywords in Title field, be sure to specify if results should contain all of, at least one of, the exact phrase, or does not contain any of the words you’re listing.

TIP: If the Job Number you’re looking for doesn’t appear in the results, try entering an alternate format for the Title terms (e.g. website vs. web site).

Lastly, decide how you’d like Results ordered — by Title, Client or Job Number — and click Submit.

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On the Results screen, you’ll see links for Client, job Titles and Numbers, as well as Documents and Attachments Folders. Clicking on a job Title will take you to the job’s One Sheet. To see a job’s Financial Report, click the desired Job Number. To sort the information on the screen, click on the desired column header.

To view a Printer Friendly version of the search results, click on the printer icon located at the top of the page.

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