Finding an individual's record from a note search

garethglyn · Post by **garethglyn** » 30 Jul 2009 08:20

Although I'm a long-time user, I still haven't cracked this, and I must be missing something really basic.

When I remember a word or two of description of somebody in the database, but don't remember his or her name, I'd like to enter the search terms in the Find Record>Note Search dialog, then match the result up with a name.

But if I (say) input 'Anzio' as I did today, and the note containing the word obligingly appears, I just get the notes records list, with no (apparent) way to go from there to the individual it refers to.

What is the correct way of doing this?

Gareth

ID:3899

YouTube · Post by **Jane** » 30 Jul 2009 08:41

If you have a note record, just select View/Record Links from the menu.

The alternate method is simply to search individuals as the notes will be included in the search.

garethglyn · Post by **garethglyn** » 30 Jul 2009 08:48

Hmm, I may have been doing things wrong for a long time, then, because those techniques don't work for me.

Is it because I've entered notes by going to the 'Notes' tab and clicking on the little box with an N in it, with a cross on its top left corner, and then entering text into the field that results?

These appear to be note *links* (if I've got my terminology right), and they don't seem to behave like standard notes.

YouTube · Post by **Jane** » 30 Jul 2009 09:05

I don't use record notes, much as I only use them when I know I need to attach notes to more than one person. If you are searching the note though the View Record Links option should still work.

garethglyn · Post by **garethglyn** » 30 Jul 2009 09:20

This is more complicated than I thought.

The View>Record Links is usually greyed out if I try that with the Note Records results.

I do notice that the online help seems to state that creating a local note (i.e. using the N-in-a-box with the + sign on it) creates a note for the current record only.

I shall have to bone up on FH terminology. Thanks for the info.

YouTube · Post by **Jane** » 30 Jul 2009 10:01

I presume you are using the record window for your search?

Another way which you may find easier if you are looking for the records concerned is to

View/Standard Query/Contains Text

enter the text you want and it will return a list of records matching your search you can then double click on the name to open the property box.

garethglyn · Post by **garethglyn** » 30 Jul 2009 10:02

I shall certainly try that.

Thanks again.

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