Searching / querying
Importing / exporting
In the Search Window click on the Source tab at the top.
You can search for a Source reference, a Source document or a Source document repository.
Source reference searches must specify whether to search In people or In families. Selecting one of these options will display the available fields and you can then select which fields you want to include in the search. By clicking on the "Person" or "Family" checkbox at the top of the Fields list, you can select all or none of the fields.
Source document or Source document repository searches can be used alone (ie. with all the Source reference fields blank), in which case the results will show the document or repository records, or you can also define Source reference criteria, in which case the results will show the people or familes which reference the document or repository records.
Criteria for text-type fields can be partial matches and/or case-sensitive.
For example, a partial match, not case-sensitive search for "Author = fred" will find "Fred", "Frederick" and "Alfred" but with partial match turned off will only find "Fred".
If the same example was a partial match and case-sensitive then only "Author = Fred" would find "Fred" and "Frederick".
Normally, searches with multiple conditions (more than one field filled out) produce results where records meet every condition. You can change this so that the results contain records which meet any of the conditions by clicking on the Match any field option. Clicking on the Match all fields option only finds records which match all the conditions.
When the search criteria are complete, click on the Search button to perform the search.
Once you have the displayed the results of your search you can format the way that the results are displayed. In the field-names row at the top of the grid, drag the right-hand edge of the column to change the size of the column. Drag in the centre of a field name in the top row of the grid to move the entire column to a different position.
You can open the record's data form directly by double-clicking on its row in the results table.
You can also output your search results; either as a delimited text file, printout or print preview. Right-click on the results to see the output options.
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