| Field | Description |
|---|
| Search Criteria
|
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
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.
|
 Insert
|
Click this option to insert another search criterion (another row) on the grid.
|
 Copy
|
Click this option to copy an existing row on the grid so that you can then modify it as another search criterion.
|
 Move Up,
 Move Down
|
Use these options to move a criterion up or down on the grid. The sequence in which the criteria are listed determines the sequence in which
Ajera CRM applies the criteria.
|
| Remove
|
Click this option to remove a criterion from the grid.
|
| (
|
Enter an opening (left) parenthesis in this field if you want to group multiple levels of expressions for the current search.
|
| Search Type
|
From the drop-down list, select the type of search to conduct, such as
project, employee, or
client. Your selection determines what type of field displays in the
Search Field field.
|
| Search Field
|
Click this field and then select the name of the field on which you want to base the search, such as
Project Number or
Employee Name, from the drop-down list.
|
| Operator
|
Click this field and then select an operator, such as
Contains or
Greater Than, from the drop-down list.
|
| Search List
|
Click this field and then click
 to display a lookup of records that correspond to your setting for
Search Field.
|
| Cond
|
If you want to concatenate search criteria, click this field and then select
AND or
OR as the condition.
|
| Project Level
|
For a
project search, click this field and then select the WBS level to search, such as
Phase or
Task.
|
| Display
|
This option is only available for searches in the
Project Info Center.
Select one of the following options to determine how the records will display in the
Project grid in List View or in Detail View:
-
Project — Each row in the List View grid, or record that is accessible using the
Navigation button in the Detail View, is a
project that either:
- Matches your search criteria.
- Owns a phase or task that matches your selection criteria.
- Phase — Each row in the List View grid, or record that is accessible using the
Navigation button in the Detail view, is a phase that:
- Belongs to the
project that matches your search criteria.
- Matches your search criteria.
- Owns a task which matches your search criteria.
- Task — Each row in the List View grid, or record that is accessible using the
Navigation button in the Detail view, is a task that either:
- Belongs to a
project or phase that matches your selection criteria.
- Matches your search criteria.
- All Matches — The List View grid displays a row for each
project and a row for each lower WBS level (each phase and task) that matches the search criteria. Likewise, the records that are accessible using the
Navigation button in the Detail View include
project records and all lower WBS levels that match the selection criteria.
|
| Display Search Text
|
Select this option to replace the Search Results grid with a text box that contains a color coded, indented version of the current search. This allows you to see the enter advanced search and how the nested levels of the search (based on parentheses) relate to one another.
|
