Home » Searching

Referral Search

To search for Referrals

  1. Click the Search for Referrals button in the CLIFF toolbar.
    The Search for Referrals window is displayed:


    NOTE: CLIFF automatically enters a date range for Date Sent based on your Active Period. You can search outside the Active Period by amending the date range.
    NOTE: Search for Referrals retains search criteria from search to search. This allows you to modify searches without reentering all the criteria every time. If you wish to start a new search, click Clear to clear all fields and reset the Date Sent to your Active period.

  2. Enter the information you want to search for.
    When you enter search criteria in more than one field the search becomes a compound search. For example, if you enter ‘Draft Response’ in the Action field and ‘Completed’ in the Status field, only Referrals that have ‘Draft Response’ AND ‘Completed’ will be selected.
    If you click Search in Selection CLIFF will only search in the current selection of Referrals.

    TIP: You can use the ‘@’ wildcard in most places where CLIFF asks you to enter a search value. For example: ‘Draft@’ in the Action field will find Referrals with Action beginning with ‘Draft’.
    NOTE: Searching using wildcards will slow down a search. Especially a search criteria of ‘@letter@’ where CLIFF cannot use the database searching indexes.
  3. Click on Search.
    CLIFF displays a list of the Referrals that meet your search requirements.

    TIP: If Search for Referrals does not provide the search functionality you require try Search for Logs & Referrals. This alternate search function provides more options and power. The search criteria you specified in Search for Referrals will automatically be used by Search for Referrals by Popup.