Search Tags

To make searching for listings within your phone book quicker, you can add search tags to each listing.  A search tag is a common element between 1 or more listings.  For example, you create a tag of ‘fast food’ and apply to all the fast food restaurants on your site, or a tag of ‘medical’ and apply to all clinics and hospitals.  You can create and apply a tag to individual listings or you can Bulk Manage Search tags and apply tags to multiple listings at once.

Each listing can have more than one tag associated.

Individual Search Tag

  1. Click the Directory/Organization
  2. Within the Navigation pane, click Phone Book.
  3. Within the Views pane, click the Simple List option button.
  4. Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:
    • Within the search box, type any portion of the record then click the magnifying glass.
    • Click the Show All
  1. Within the list, double click on the listing to apply the tag onto.
  2. There are two ways to add a tag to a listing.
    • Within the Add Existing Search Tag pane, the existing tags are shown in individual boxes. To add a tag to the listing, click on the box.
    • Within the Frequent Search Tags pane, click on the field marked with an asterisk, type-in the search tag
  1. Within the Actions ribbon group, click on the Save button to continue working with the listing or click on the Save & Close button to return to the main menu.

Bulk Manage Search Tags

  1. Click the Directory/Organization
  2. Within the Navigation pane, click Phone Book.
  3. Within the Actions pane, click on the Bulk Manage Search Tags link
  4. The Bulk Manage Phone Book Search Tag window opens. There are 3 panes of information:
    • Search Criteria
    • Apply Tag to Matching Listing
    • Matching Listings
  1. The first step is to create a search parameter for only the listings that you want to be included within the tag, this is done in the Search Criteria pane.
  2. There are several fields available to search on, you can search on multiple fields and as you click out of the field the matching listings will populate in the pane. In the example below, we search on telephone numbers that start with a 21 and are in building 100 in Henderson HQ.
  3. Once your listings appear in the pane, you can apply a tag.
  4. Within the ‘Apply Tag to Matching Listing’ pane, click on the appropriate tag. You will need to verify that you want to add the search tag to all the matching listings.  Click ‘Yes’ to continue.
  5. To view all the numbers associated to a tag, click on the Search Phone Book link in the Actions pane on the Navigation pane.
  6. The Phone Book Search window will open, within the Frequent Search Tabs pane click on the tag. The associated listings will appear in the Matching Listings pane.

Searching the Phone Book

  1. Click the Directory/Organization menu.
  2. Within the Navigation pane, click Phone Book.
  3. Within the Actions pane, click the Search Phone Book link
  4. The Phone Book Search window opens. There are four panes of information:
    • Frequent Search Tags
    • Search Criteria
    • Selected Result
    • Matching Listings
  1. Within the Frequent Search Tags pane, you can quickly search for listing associated to each tag by clicking on the appropriate tag box. The listing appear in the Matching Listings pane.
  2. You can further refine you search by entering information into the Search Criteria pane. There are several fields that you can use to refine you search. When you enter text into any field it will search on the exact text you enter.  For example, if you enter 21 into the Telephone Number field, the matching listings will all start with 21.
  3. The following wild card searches are available:
    • % – match on any characters
    • _ – match on a single character
    • [characters] – match on character in the between the brackets
    • [^characters] or [!characters] – match on any character not contained within the brackets

To view the search help within CAIRS, click on Phone Book Search within the toolbar to access the ribbon group, then click on the Search Help button.

  1. The listings only appear after you have typed the information into the field and click out of the field or pressed the enter key on your keyboard.
  2. The first listing will display in the Selected Results pane, this pane is read only. To change to another listing, click on the row within the Matching Listing pane.