To locate an item you can use the Find dialog box. You can get to the Find dialog in a few ways:
Click 'Find' button on the right of the screen
Click on the 'Find' icon on the toolbar
Hit the F3 button
Hit Ctrl + F
Click Edit>Find from the main EZ-Scan menu.
Enter as much or as little information as you know about the item your looking for and then click Find. The more information entered, the more narrow the search results.
You can use the "*" character as a wild card when you only know part of a value for a field. This will only work on text fields. For instance, if you know that an Account number starts with TR768 but don't know the whole number, you can search for TR768 *. This will return any account number that begins with TR768 such as TR76811777 or TR768 YSJ777. You can use the wild card character at the beginning, end, or on both the beginning and end of the text.
You can use a > or < character when searching for a numeric fields. For instance if you are looking for all items with amount less than 100 dollars then search for <100.
Results of you search will be displayed in the grid on the main screen.
You can use the search feature to retrieve items to Verify, Export, Printing, Emailing or any other process that you would like to use the results for.
If you have the Professional or Enterprise Edition, the custom fields that you add to the program will also be available for Searching.
Each field has a property called 'Enable Range on Find'. When set to True, this will create a 'Field From' text box and a 'Field To' text box on the find screen. ex See the Process Date field in the image above. This will allow you to find data within a certain range.
ex. Amount From = 100 and Amount to = 200 will retrieve all items where the Amount field has a value greater than or equal to 100 AND less than or equal to 200.
Field properties can be set on the Add/Edit Field dialog box that can be reached by clicking edit on the selected field from the 'Item Fields' or 'Batch Fields' screen of the 'Options' dialog.