Using Search  

To locate a data item in Meevo, use the item's search form, where you can perform a text search, as well as use Advanced Search to narrow down your criteria even further (to search for inactive or deleted items, for example).

How does Meevo search for items?

Meevo uses different matching methods depending on the type of information you are searching for and the fields available on that search form. The two most common methods are:

• Contains: Returns results when the search text appears anywhere within a searchable value. Services, employees, packages, cash drawers, and distributors are a few examples.
• Begins with: Returns results when a searchable value begins with the entered text. Clients, products, client types, departments, equipment, and visit notes are a few examples.

These examples are not exhaustive. Search behavior may vary depending on the item and where the search appears in Meevo.

 

To open the search form

In most cases, you will access the search form from the tiles available in the Meevo menu or from the Convobar. Below, we see the Clients search form.

Callout	Description
1	Search field, where you enter your search parameters. Advanced Search link, which opens the Advanced Search window.
2	Active Count link, which displays the total number of active clients, regardless of what filters are applied.
3	Search button, which executes a search based on your parameters. Add New button, which opens a blank maintenance form for you to fill out.

 

To perform a Search

Search allows you to search for specific criteria, such as a client's phone number. Search results return only Active items; open Advanced Search to see additional searchable status options.

1. Search: Enter criteria to search. In most cases, text fields that appear in Advanced Search are also searchable via Search. For example, Employee Code appears in the Employee Advanced Search window, so it is also allowable criteria if using Search.
2. Select Search.
3. Select the desired item to view its form.

To perform an Advanced Search

For most items, an Advanced Search is how you locate Inactive or Deleted data. Some items provide more criteria by which to search (for example, you can perform an Advanced Search of Membership Types for items that are marked Taxable).

Note: Unless specified otherwise in Advanced Search, search results only return Active items.

1. Select the filter to reveal the Advanced Search window.
   
2. On the Advanced Search window (Clients window shown below), enter the information into the relevant fields.
   
3. Refine the search by selecting any of the following options:  
   • Global (multi-location icon): Select Global to search across all locations. In the search results, a globe appears to the right of the item. You cannot perform a Global search if you also selected a date range (for example, selecting a range under Has Appointment). Even when Global is not selected, Meevo will return global results if there are no local results to display.
     
   • Active: Includes items with a Status of Active.
   • Applied: Includes items that were already applied, such as Employee Promotions.
   • Inactive: Includes items with a Status of Inactive.
   • Deleted: Includes deleted items in search results.
4. When ready to perform the search, select Search.
4. Select an item to view its maintenance form.