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Jim2® Business Engine Help File

There are a number of ways to search within Jim2:

search the Nav Tree

use the Find panel

use the Search Ribbon field

click within a list and start to type

click in the stock grid of an object and select Ctrl+S

ctrls

This allows you to search in selected fields.

 

Search the Nav Tree

At the top of the Nav Tree is an entry field for searching within Jim2.

 

SearchBar

 

Info

For Search to work, some or all of the options must be ticked.

 

searchoptions

 

There are a few different ways to use this search function:

a global search

a selective mode to search in more specific areas of Jim2

a shortcut mode to quickly search in only one area at a time

a wildcard search.

 

Global search

Begin typing in the Search Jim2 field, click the magnifying glass and Jim2 will display anything that matches the letters entered. The same thing may appear in the Nav Tree a few times. This is because Jim2 will return everything that matches any part of what has been entered.

 

Info

Global search means searching the entire database, which is the slowest way to search in Jim2, and will also produce more results.

 

globalsearch

 

globalsearch1

 

Selective search

Select the Icon - Expand Jim2 Search icon in the search bar at the top of the Nav Tree. The search area will extend vertically to display as follows.

 

newsearchlayout

 

CardFile and Stock are displayed by default, however any combination of objects can be chosen. It is possible to narrow the search down very specifically. Each area in the search criteria has further options under each heading. Make the choices, then click OK. Enter text into the Search Jim2 field and click the Icon - Search (Magnifying Glass) icon to perform the search.

 

searchlayout

 

The results of the search will appear below the search field in the search results area.

 

searchresults

 

If more room is required to view the results, click the Icon - Collapse Jim2 Search icon at the top, which will collapse the selective mode area and increase the size of the results area.

 

Full list of searchable areas within the Nav Tree

Area

Choices

Asset

Asset

CardFile

CardFile

CardFile Email

CardFile Notes

Document

Documents

GL Journal

General Journals

Invoice

Invoices

Item

Item

Item Notes

Job

Job

Job Comments

Job Email

Job Stock

Project

Project

Project Comments

Project Email

Project Notes

Purchase Order

Purchase

Purchase Comments

Purchase Email

Purchase Stock

Quote

Quote

Quote Comments

Quote Email

Quote Stock

RFC Type

RFC

RFC Comments

RFC Email

RFC Stock

Return to Vendor

RTV

RTV Comments

RTV Emakil

RTV Stock

Schedule

Schedule

Stock

Stock

Stock Detailed Description

Stock Notes

Stock Serial Number (includes GTI number)

Vendor Stock

Stock Adjustment

Stock Adjust

Stock Adjust Comments

Stock Adjust Email

Stock Adjust Stock

Stock Transfer

Stock Transfer

Stock Transfer Comments

Stock Transfer Email

Stock Transfer Stock

Stocktake

Stocktake

Stocktake Comments

Stocktake Email

Stocktake Stock

 

Info

If the user's security level prevents access to certain areas of Jim2, those objects and checkboxes will not appear in the list.

 

Search using shortcuts

To search within one area of Jim2, eg. in CardFiles, it may be easier to use a shortcut in the search field. For example, to find all cardfiles in the name of Jones, enter c:jones. Jim2 will expand the c to CardFile:, then search for jones.

 

Tip

Search within Jim2 is not case sensitive.

 

The results will show any cardfile with Jones in it. Here's an example of searching for cardfiles with the word happen in them:

 

shortcutsearchexample

 

Shortcut

Expands to

Area that is searched in

a:

Asset:

Assets

c:

CardFile:

Cardfiles

d:

Document:

Documents

e:

Item:

Items (or whatever Items has been changed to in Options)

i:

Invoice:

Invoices

j:

Job:

Jobs (or whatever Jobs has been changed to in Options)

k:

Stocktake:

Stocktake

m:

Project:

Projects (or whatever Projects has been changed to in Options)

p:

Purchase:

Purchases

q:

Quote

Quotes, Leads (or whatever Quotes has been changed to in Options)

rfc:

CustReturn:

Return from customer

rtv:

VendReturn:

Return to vendor

s:

Stock:

Stock

sa:

StockAdj:

Stock Adjustments

sn:

Serial:

Serial numbers. Enter either a full serial number, or part of one and Jim2 will return all stock codes with any of those numbers.

t:

Transfer:

Transfers

vs:

VendorStock:

Vendor stock

 

Tip

The full text from the Expands to column in the above table can be used if preferred.

 

Wildcard search

Jim2 supports wildcard search. If Jim2 sees that you have entered a wild card like %, it will send that exact request straight to SQL server.

 

%SEARCH% will return anything with the word SEARCH in it. We have also retained simply using the key word, without %. So, SEARCH will find anything with SEARCH in it.

 

SEARCH% will return anything starting with SEARCH.

 

If you want to find something that looks for: This Search is ridiculous, the search will be %SEARCH%RIDIC%.

 

See https://docs.microsoft.com/en-us/sql/t-sql/language-elements/like-transact-sql?view=sql-server-ver15 (copy and paste into a browser) for more information.

 

 

Search using the Find panel

Right click anywhere within a list or within an object to bring up the menu and select Show Find Panel.

 

showhidefind

 

Once selected, the Find panel will be displayed below the header of a list or object.

 

searchlist

 

Info

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

 

Enter a search value and the list will update to show only the objects in the list that match.

 

searchlist1

 

Click Clear to return to the full list.

 

Enter a search value within an object and this will bring up any match, including anything within the Comment grid of that object.

 

searchobject

 

This is great for quickly finding things such as a specific job based on its Item or fault description within a large list of jobs.

 

Search the ribbon

The entire ribbon can be searched via Search Ribbon in the Quick Access Toolbar. Position the cursor in the field (or press Ctrl+L) and begin typing. Jim2 will bring up anything on the ribbon that matches the letters entered, allowing for quick access to the ribbon object required.

 

searchribbon

 

Search using intuitive type within lists

Throughout Jim2 the use of intuitive (or predictive) type is quite prominent. Intuitive text is used where a keystroke results in a prediction of a word or sequence of words to be displayed. Place the cursor in any field in a list/object and begin typing. Jim2 will highlight the first entry within the list that uses the letters entered. In this example, begin typing Bri:

 

predictiveinlist

 

Press Ctrl+Down Arrow on the keyboard to find the next matching in the list.

 

Further information

Advanced Searches

Searching within Jim2

Search within Lists