Searching for Records

To locate records in the Ajera CRM database, use Lookups, the Info Center Search, or Quick Find.

A Lookup is dialog box that you use to locate a record, or to locate a group of records that share certain characteristics. You use a Lookup to search across all records of a single type (all opportunities, all employees, all clients, and so on). To narrow the search, you can enter search criteria.

An Info Center Search lets you search across all record types in the Info Center. Use it to find any record in your Ajera CRM database that has certain characteristics.

A Quick Find search lets you locate a record by entering part of a valid key code, such as an employee's last name or a client number.

Related topics:

  • Lookups
    Use a Lookup to locate a record, or to locate a group of records that share certain characteristics. A Lookup searches across all records of a single type (all projects, all employees, all clients, and so on).
  • Info Center Queries
    On the Advanced Lookup, you can perform Info Center queries based on a field in another Info Center. This means that you can build a query from multiple Info Centers without creating a SQL Where Clause.
  • Procedures
    You can search for records in a variety of ways.
  • Operators
    Use operators to help refine searches.
Parent Topic: Getting Started