Searching in LocataPro

This article will walk you through some general guidance on how to search for records within LocataPro. There are various search boxes throughout the modules of LocataPro, but this guidance is applicable regardless of what you're searching for (Cases, Clients, Properties etc)

TABLE OF CONTENTS

• What fields can be searched against
• Using the Search Function
• Wildcard Searches

What fields can be searched against

Below is a sample of some of the fields which you can use to search with on LocataPro

1. Name on Letter (Sometimes renamed to Main Applicant - Full Name)
2. Email
3. Work Telephone
4. Home Telephone
5. Mobile
6. Address
7. Postcode
8. Correspondence Address
9. Correspondence Postcode
10. Case Type
11. Forename
12. Surname
13. Date of Birth (Format must be like: DDMMMYYYY without spaces e.g. 01JAN2000)
14. National Insurance Number

Note: You can combine multiple search terms to reduce the number of results. This is recommended as searching just for one term, such as surname, would display irrelevant results. For example if you searched "Baker" this could show Main Applicants with the name Baker, household members with the name Baker, streets with the name Baker and so on. Combining surname with DOB is a good way to reduce this issue (e.g. "Baker FEB022002")

Using the Search Function

To Search on LocataPro, follow the below steps:

1. Click the Search box
2. Enter information to search on
3. Click Search

Did you know: You can combine multiple search terms to reduce the number of results. For example you could search for names and Date of Birth together e.g. "Smith 01Jan2000"

Wildcard Searches

It's possible to use Wildcard searches where you're not entirely sure on the spelling of a search term, such as surname. 

Use the percentage symbol (%) in your search terms to perform a wildcard search. You can place the % wherever you need it for varying results, see below:

1. % at the beginning of the search term e.g. %field. This will show results such as Hatfield or Greenfield or Schofield
2. % at the end of the search term e.g. Hat%. This will show results such as Hatfield or Hatton
3. % in the middle of the search term e.g. Ste%n. This will show results such as Stephen, Stefan or Steven