The example bellow shows an example of a search- and link field for projects and relations.
The operation of this field consists of main BaseNet structures, which are also used for matters / projects.
- Field name in BaseNet, for example the field for projects, contacts
- Search field
- A [+] button to create a new item
- Magnifying glass for more defined search
Linking a project (matter)
Initially the ‘project’ field will be mainly used for matters. From within this field all project types (including matters) can be found.
In the project specify a segment of the name which you seek to search for. In the example shown bellow a search is being performed for the name “Rachael”. Considering the fact that there are several different possible spellings for that name, as a safety precaution “Rach” is being searched.
The system subsequently displays the found projects, or matters. Select the preferred matter by clicking on it (or by using the arrow keys of your keyboard and then pressing the Enter key).
The project which has been linked will be shown as followed:
Linking a contact
The required steps for linking a contact are identical those for linking a project. Therefore, the user will be required to search for aspects of a name, and select the relevant search result.
In the example shown below, a search for a contact Joseph Grant from the firm, Grant Solicitors Ltd, is being performed.
For the search, the keyword ‘Grant’ has been entered, followed by the Tab key or Enter key.
The system will subsequently show the found contacts.
In case of contacts, a selection has to be made between the contact types beforehand. Therefore, when a new contact needs to be created, the ‘contact’ should first be selected and then the [+] button can be clicked to create the contact, in this case, an individual.
A more defined search by means of the magnifying glass
When the regular search option does not provide the desired results, a more defined search can be performed by means of the magnifying glass. In this case, the search screen for the project or contact will open (in this case, you will also need to first select the contact type)
Specified searching
There is also the option of a specified search to narrow the search results. To achieve this, the contact type (Company, Individual, Private person, or Employee) should be specified in advance. The default setting is ‘contact’ and would search throughout the system for all contact types.
In this case, in the type field, we choose ‘Contact for individual’ (other contact types will now no longer be shown in the search results, thus leading to a narrower and more specified search, and increasing the chances that the most relevant results appear at the top of the search results.
The “Wildcard” – %
If you only know a part of the name or company name, you can use the so called “Wildcard”, withing BaseNet the “Wildcard” is defined by a “%” percent sign. When using the wildcard, the system will complete the rest of the search field itself, and thus search for the data which contains any part of the keyword.
For instance: If you know that the company name which you are trying to search for contains the suffix ‘mans’, then you can search for “%land”. When applying this method, all results containing “land” will be shown, even those which might not be relevant. In this way, you might find a company named “Kirkland & Ellis’‘.
BaseNet is set in such a way that contacts which are often used will appear higher in search results, thus resulting in a more efficient outcome of your search results.
Date fields
In BaseNet, there are several ways of entering date fields. Firstly and primarily, you have the option to click the calendar button next to the date field to select a date. In addition, there is the option to manually enter dates such as ’01-01-2020’ or even without using dashes ‘01012020’.
If you wish to calculate between future and past dates you can use the following values: +1d for one day from today or -1d for one day ago respectively. You can use any digit to calculate several days into the future or past. There is also the option of calculating the following values for longer time spans: +1w for one week from today or -1w for one week ago respectively. There is even the option of calculating greater timespans: +1m for one month from today or -1m for one month ago respectively. Finally there is the option for calculating years exactly from the present day: +1y for one year from today and -1y for one year ago from the present day respectively.
