In this topic:
On most screens involving
a person or an animal in PetPoint, your first thing to do is to use the
Search Tool.
The Person Search can find people by the choices in the drop down list:
'Name' The default search for a person is by name. You can type the first few letters or the entire first and last name and click Find. Checking the Fuzzy Search box returns exact matches and matches that sound like or have similar letters as the search criteria entered. The exact matches will be at the top of the results list followed by records that may sound like what you typed in.
'Person Number' You can type in P03854722 to search for that person, or leave off the P0 and only type 3854722, and it will locate and select the specific person that matches that number. When searching by Person Number it is helpful to copy and paste the number from anywhere else you have the opportunity to in PetPoint.
'Identification' Type in any unique id the person has on their record to locate them.
'Phone Number' Search by any phone number listed for a person.
'Address' Search for someone by street number, name or apartment number.
'Case Number' Search for a person by a Case Number they are a part of. (only for Professional (formerly PetPoint SMS) groups that utilize Case)
'Case Reference #' Search for a person by Case Reference Number assigned to a case they are a part of. (only for Professional (formerly PetPoint SMS) groups that utilize Case)
'Last 10' This very helpful search will locate the last 10 person records accessed by your login name, and you can select from the list any that you wish to work with.
'Email Address' This will allow you to search for those people in your database if you only have their email address.
'Association'
This new search option allows you to pull lists of
people in specific associations using the search tool.
The Animal Search can find animals by the choices in the drop down list:
'Animal Number' You can type in A14086927 to search for that animal, or even leave off the A and only type 14086927, and it will locate and select the specific animal that matches that number. When searching by Animal Number it is helpful to copy and paste the number from anywhere else you have the opportunity to in PetPoint.
'Reference # (ARN)' Use your shelter’s pre-defined numbering system in the Reference # box, the first field in the animal details for any animal. This is helpful for groups who have something in place prior to using PetPoint, although a unique animal number is provided for each animal created.
'Microchip ID' Search for an animal by microchip.
'Pet ID' Search for an animal by Pet ID.
'Location' This will display the location search, and list animals by location/sub location.
'Stage' This will display the stage search, and list the animals by their stage.
'Name' Search for an animal by a simple name search here, check the Active Only checkbox to filter out the inactive or released animals. Check the Fuzzy Search box to activate soundex, in which exact matches will be at the top of the results followed by records that may sound like what you typed in.
'Owner Name' Type an owner’s first and/or last name to search for any animals they have. Check the Fuzzy Search checkbox to activate soundex, in which exact matches will be at the top of the results list followed by records that may sound like what you typed in.
'Owner Address' Type an owner's address or partial address to search for any animals owned by persons at that location.
'Case Number' Search for an animal by a Case Number they are a part of. (only for Professional (formerly PetPoint SMS) groups that utilize Case)
'Case Reference #' Search for an animal by Case Reference Number assigned to a case they are a part of. (only for Professional (formerly PetPoint SMS) groups that utilize Case)
'Group #' search for animals within the same group by searching for Group #
'Last
10' This very helpful search will locate the last 10 animal records
accessed by your login name, and you can select from the list any that
you wish to work with.
Depending on your search, you may come back with one or many records, which can be listed on several pages.
From the results list, select the person or animal you were looking for
by clicking on the Animal or Person Number.
When viewing the reports list you can sort the results shown by clicking
on any of the blue column headers. This can be helpful while viewing
results of a fuzzy search, which will come pre-sorted with the most accurate
matches at the top.
Click the Clear Search button when you are done to return the search tool bar to it's original state.
The Advanced Search is a tool to use if the regular Search Tool features are not enough to locate the animal record you wish to find.
This button pops open a window that has the following Advanced Search fields:
Narrow your search by selecting a few or several animal details, and click Find. A list of matching animals will display. Animal Type and Species are the only two required fields.
Select the animal you have found by clicking on the Animal number, then Submit. This will close the Advanced Search window.
Last updated for Professional (formerly PetPoint SMS) & Lite July 2011 - Melissa Wainscott
http://sms.petpoint.com/help/search_tool_&_advanced_search.htm