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Client Searching - Tag Search

Chameleon-i Support
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The Tag Search uses your own 3-Tier Tags enabling a AND/OR/NOT search to be performed against records in your database that have been assigned tags.

Here is how to perform a client tag search:

  • Click the blue 'TAG' button in Clients grid to bring up the search dialogue box.
  • You will need to enter a Search Name.
  • The Tag Search tab will appear on the left-hand side for you to select your criteria from.
  • Highlight the tag in the tree. To select, either double-click or press the 'Add Tag' button. The tag will be displayed in the right-hand window of the pop-up.
  • Use the 'New Expression' button to use combinations of the AND, OR and NOT operation to build extensive search strings.
  • Your search expression displays on the right. Add or delete more expressions to make your Tag search more precise.
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