Tasks
| Options | Feature Description |
|---|---|
| Basic Contact Search | Allows you to search for a Client or other contact entered in DAD using basic information such as Client ID, first or last name, organization, phone number, etc. |
| Advanced Contact Search | Allows you to search for a Client or other contact using any portion of the Client record, such as age, disability, or gender. |
| Basic Service Request Search | Allows you to search for a Client’s Service Request using basic information such as the Service Request ID, Client name, funding source, etc. |
| Advanced Service Request Search | Allows you to search for a Client’s Service Request using basic information such as that listed above as well as facility and Service Request Type |
| Basic Project Search | Allows you to search for Projects using basic information such as Project ID, or name, or funding source |
| Advanced Project Search | Allows you to search for Projects using basic information such as that listed above as well as Project closed date and Priorities and Objectives |
| Quick I & R | Allows you to quick search of I&R information |
| Allows you to print the current screen |
The Contact, Service Request and Project search functions can also be shown on your DAD Desktop by selecting them in your User Preferences.
Sample View:
