Info Center Search Dialog Box

Use the Info Center Search dialog box to search for records across all the individual Info Centers.

Use the Options tab to specify search criteria. Use the Results tab to review the records that match your search criteria. Searches retrieve only those records to which you have security access.

Location

To display the dialog box, complete the following step:

Click Search on the Ajera CRM toolbar.

Contents

Field	Description
Search Text	Enter the text value for the search. Then specify the Info Center and the columns that you want to search.
Search	Click this button to initiate the search. When the search is complete, Ajera CRM switches to the Results tab and displays a list of records that match the search criteria specified on the Options tab.
Search Documents	Click this button to display the Document Management Global Search dialog box, which you use to enter the criteria for the search.

Search Options Grid

Field	Description
Search Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Info Center	This field displays the names of the Info Centers that are available for searching.
Search	Use this field to select the Info Centers that you want to include in the search. If a check mark displays in this field, the Info Center is included in the search.
Search Columns	Use this field to select the columns that you want to search in each Info Center. Your column selections determine what data Ajera CRM looks at when it searches for records that contain your search text. The columns available for searching vary for each type of Info Center. For example, you want to search on columns in the Opportunity Center. If you select Opportunity Name and the search text you enter displays in the Opportunity Name column of an opportunity record, Ajera CRM includes that record in the results list. You can select as many columns as you like.

Search Results Grid

Field	Description
Info Center	This field displays the name of the Info Center in which the matching record is located.
Name	This field displays the name of the Info Center record that contains the search text that you entered. Click a name in this field to open the corresponding record.