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Running an Advanced Find

March 14, 2010

If you want to view a really specific data set, then you’ll want to use Advanced Find.  Running an Advanced Find is a bit more complicated than running a Quick Find, but it allows you more control over the search process.  Advanced Find, for example, lets you search multiple fields at once.

An Advanced Find can also be saved as a view, so if you run a search often, this is likely your fastest option.

Step-by-Step Instructions

  1. Click Advanced Find button on the toolbar.
  2. Choose an entity type from the drop-down.
  3. Configure your query.  (If in doubt, start by hovering your mouse over the Select text.
  4. Click Find.

Tips & Tricks

  • To customize the default set of columns that appear when you click the Find button, go to Settings | Customization | Customize Entities.  Double-click your record type and in the Forms & Views area, customize the Advanced Find view.

 

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