RB User Guide > Entities > Resources

Searching resources

Find resources directly in your RB9 database using various search criteria. Before entering a resource into the database, check to see if it is already there. See if there are duplicate entries with slightly different names that you can merge together. View financial and task trends of an individual resource.

  1. Set search criteria

    1. Entities > Resources
    2. In the Search By pane, no specific filter is required, but you must use at least one of the search filters:
      • Name
        Full Name is default. Enter part of a resource’s name. If you are searching for an individual and the search returns too many results, select First Name in the drop-down to search by resource’s given name or Last Name to search by surname/family name.
      • State
        Click lookup button to select a state in the Lookup State popup. See Looking up firms.
      • Zip
        Enter a 5-digit zip code to search for resources in one area.
      • Resource Type

        Default is ALL. Click lookup button to select one or more categories of resources in the Lookup Resource Type popup. Resource types are set up in Lists > Resources.

      • Specialty

        Default is ALL. Click lookup button to restrict search to resources with specific skills/expertise in the Lookup Specialty popup. Specialties are set up in Lists > Resources.

      • Priority Level

        Default is ALL. Click lookup button to restrict search to resources based on order of preference or availability in the Lookup Priority Level popup. Priority levels are set up in Lists > Resources.

      • Pay Rate Group

        Default is ALL. Click lookup button to restrict search to resources at particular pay levels in the Lookup Pay Rate Group popup. Pay rate groups are set up in Lists > Resources.

      • Tag

        Enter text or click drop-down button to select an existing tag to restrict search to resources tagged with a specific term. Tags are set up in Lists > Resources.

      • Show Active Only

        Default is Yes. Leave as the default if you only want to see resources that you have designated as Active (see Entering general resource information). If you want to see all resources, click to select No.

      • Email

        Enter part of the resource’s email address.

      • Resource No.

        Enter the entire resource number assigned by RB9 to a resource.

      • Mobile Phone

        Enter the resource’s 10-digit phone number.

  2. View results

    1. Click search button. All resources that fit the search criteria appear in the results pane.
    2. Click the hyperlinked Full Name of the results in the results pane to view details.
      • To update the resource
        Click Edit in the View Resource window. See Updating resources.
      • To view the resource’s financial & job trends
        Click Account Overview in the View Resource/Edit Resource window. See Viewing entity activity.
      • To merge resources
        See Merging data.
TIP: Set up the results grid to work for you

The Resources’ results grid layout is customizable. You can hide or show any column, rearrange the column order, stretch or shrink column widths, designate which column to sort results by in ascending or descending order, and choose which columns you want to always be visible when scrolling through the results. You can save your custom grid layout or return to the default layout. See Customizing grids.

NOTE: Finding resources on the fly

You can look up resources in any RB9 function with a Resource field. See Looking up resources.

Reference
Step-by-step instructions