At the top of the Name, Company, and Position areas you will find a search form. This form will search within records of that type only. The same search methods apply to
Searching Records #
To search within the currently viewed record type:
- Enter a search term into one or more of the input boxes displayed at the top of the grid. The fields available will vary by record type.
- If more than one field is used, they will be handled as an AND search, where all results must match all values searched.
- As you enter values, colored chips will appear below, representing the entered search term. Click on the ‘X’ on any chip to remove that term from the search query.
- To remove all search terms, click Clear All.
- Click Search
Note: Clicking Search without completing any fields or filters will return all records available in the database.
Adding More Filters #
While the default fields will often serve your needs for quickly finding a record, you will often want to build more complex queries.
- Click the More Filters button at the top of the grid. This will add a new row of inputs below the defaults
- Fill in the filter as follows:
- Add / Or: Define whether the term you are adding to the search query is an “AND” (i.e. required) or “OR” (i.e. alternative to other terms).
- Field Name: Select which field or area you want to search for the term within. This dropdown contains all standard and custom fields available for the current record type, as well as indexed areas such as Resume, Notes, Keywords, and Profile forms. You may scroll within this dropdown or type the name of the field you are seeking.
- Condition: Define the operation by which to match the term. For example, ‘Equal’ will require an exact match of the searched value and the stored value in the selected field, while ‘Contains’ will require that value to exist anywhere within the field.
- Value: Enter the value you wish to search for within the selected field.
- Click Add to append the term to the search query as a new term or click Add Group to append a parenthetical Group of terms — e.g. Last Name is “Jackson” AND (First Name is “William” OR First Name is “Billy”) AND City is “Albany”
- As you add values to the query, colored chips will appear below, representing each entered search term. Click on the ‘X’ on any chip to remove that term from the search query. To remove all search terms, click Clear All.
- To re-order the values, including moving items in or out of a group, click on the chip and drag it to the desired position.
- To edit any item within the query, click on the chip representing that term. This will highlight the chip to be altered. Adjust the And/Or, the Field Name, Condition, and Value settings as you wish and click Save to set the change or Cancel to leave it un-touched.
- Click Search
Note: When choosing a Field Name, you can identify user-generated Custom Fields by the additional icon to the right of the field name:
Save Search #
If you plan to run the same or similar search often, you will want to store the combination of fields and values for easy retrieval.
- Build a search using the More Filters area as described above.
- Click Save this Search
- In the dialog that appears:
- Query Alias: Give the query a name by which you’ll recognize this search when selecting it in the future.
A Saved Search can be retrieved via the View Options menu at the upper left corner of the search area.
View Options #
At the top left corner of the screen you’ll find the View Options dropdown. This menu contains:
- Saved Searches: Loads any of the previous searches you have saved.
- Recently Viewed: Displays the 20 records most recently opened by your Username, sorted by date viewed.
- Recently Modified: Displays the 20 records most recently altered by any Username, sorted by date of modification.
- Reset to default: Restore column settings to their defaults.
- (Coming Soon) Copy current view: Duplicate the current arrangement of columns.
- (Coming Soon) Create new view: Create a new arrangement of columns.
