How to add fields to the quick searches within CSI Applications

If an additional field, other than those setup as the default in the quick search drop down are desired follow these steps:

1. Go to the server and log in as administrator, or if you are a standalone user, this can be done from that workstation.

2. Left click on your start button and click all programs.

3. Click on CSI Maintenance

4. Click the Configure Maintenance Icon.

5. Click the left arrow until you see util32 in the database and Property in the table.

6. Enter the search name that you want displayed in the software in the T# field (NO SPACES).

7. Enter the program field name that you want to add to the search in the E# field. These have to be the field names that are used in the background of the program. These are not what you see on your screen.

8. Once that is complete, run the maintenance and you should see your new search option.

How to use the Quick Query Within CSI Applications.

How to Quick Query

The PIDN search is the easiest. Just CLICK on the button and enter the number. The box can be moved anywhere on the screen and can be left open.

Step 1: CLICK on the Quick Query button located to the right on the Account screen.

Step 2: Using the drop down choose the filter you wish to use for your search (i.e. Owner Name) and CLICK Run Search. The Parameter Entry screen will appear.

Step 3: If you know the parameter such as Owner Name enter it here. If you would like to bring up all of the accounts under a certain letter or number type that number in with a percent sign after, this will pull all accounts that start with that letter. CLICK Next.

Step 4: The reenter button will appear and if you are satisfied with your previous entry and wish to search to continue CLICK NO. If you wish to re-enter your parameter CLICK Yes.

Step 5: The search should be complete. You can also use the Next and Previous buttons to move through accounts.

Note: You may CLICK the search field headers to change the filter view for the above display. For example you could CLICK on the PIDN field and the information would be listed by PIDN.
A search by PIDN can be done from the Account screen. Type the PIDN in the “Search For” field and hit enter. The account screen will now show the desired account information.