When you click on search, you'll see two options open up on your side bar:
Persons
Transactions
❗️ Before attempting to search for a Person/Transaction, head on down to the schemas section and fill that our first. You won’t see any fields to search for otherwise.
Searching for particular Person or Transaction
You can search Persons and Transactions based on any of the data points you see in the drop-down list.
Once you select a data field you want to use for search, you need to select which type of matching you want to be applied for the search:
Is exactly: attribute value is exactly the search phrase
Contains word: attribute value contains word that is the search phrase
Starts with: attribute value contains word which starts with the search phrase
🔍 Let’s take a look at an example on how each search type works. Let’s imagine we have a Person whose Full name is John Smith. We select Full name, select different types of search, and type in:
- With “Is exactly” we would only get results if we type in “John Smith”, “JOHN SMITH”, john smITH”, etc.
- With “Contains word” we would get results if we type in “John”, “smith”, or “JOHN SMITH”. “Joh”, “Smi”, “Ith” or similar entries would not yield any results.
- With “Starts with” we would get results if we type in “J”, “Jo”, “Joh”, “John”, “John Smi”, “Smi”, etc., meaning any length of the start of the value. “Ith”, “Ohn” and similar values would not give any results.
📆 For Date of Birth use the format YYYY-MM-DD.
🔠 Search is case-insensitive.
Multi-value Transaction search
To search for transactions, you can apply multiple conditions to narrow down the results. For example, you can specify both the sender's name and the receiver's name to locate transactions between specific parties.
Adding Conditions to Your Search
Click the + Add Filter button to include additional conditions.
Repeat this step to add as many filters as needed.
Choose how conditions are applied:
All conditions must match (AND logic) – only transactions meeting all conditions will appear.
At least one condition must match (OR logic) – transactions meeting any of the conditions will appear.
An alternative search method
On a Customer or Transaction page - click on anything in blue to bring up a list of all other persons or transactions with that same detail.
For example, you have a customer whose country is Estonia and you want to see all other customers from Estonia. You can click on the name of the country:
And system will automatically forward you to search page and pre-fill search conditions. Here are the results:
You can select which fields are linked to search when setting up Schemas.