Use a Custom Search

If the default searches (Active, All, and Mine) for locating and selecting records are not satisfactory, you can create custom searches. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.

A saved search is only available to the person who saves it. Other users cannot select it.

To see the search criteria for the currently selected custom search in a tooltip, hover over the search name if the search is saved, or over Custom if it is not saved. (Tablet users can display the search in the Custom Search dialog box to see the search criteria.)

To create a custom search, complete the following steps:

1. Go to the iAccess area for which you want to create the search, or, in the Reporting area, select the type of report for which you want to create a search.
2. Click the currently displayed search name, and click Custom at the bottom of the drop-down list.
3. If you want to save the custom search so you can use it again in the future, enter a name for it in SEARCH NAME on the Custom Search dialog box.

   If you do not want to save the search, you do not need to give it a name.

4. Click in RECORDS and do one of the following:
   • To limit the search to active records only, click ACTIVE.
   • To include all records (both active and inactive) in the search, click ALL.
   • To limit the search to records for which you are a member of the team, click MINE. (You are on the team if you are listed as a team member for the record on the Team tab.)
5. Use the other fields on the dialog box to enter filter values to further restrict the list of records that the search returns.
   For many fields with drop-down lists, you can select multiple filter values. For lookup fields (for example, the CLIENT field in the Custom Opportunity Search dialog box), you can also do the following:

   • Type a single character in the field and select the STARTS WITH <character> option at the top of the drop-down list to search for records with values in that field that start with the character you typed:

     

   • Type a string of characters and select the CONTAINS <characters> option at the top of the drop-down list to search for records with values in that field that contain that string of characters:

     

   If you enter search parameters and then decide you want to clear all of them and start over, click x Clear All at the bottom of the dialog box.

   iAccess provides a default set of fields on this dialog box. However, if you need to filter the records search based on values in other fields, you can click + Add Field at the bottom of the dialog box to add a field to the dialog box. You can also delete fields from the dialog box that you never expect to use. To delete a field, hover over the field and click to the right of the field name. (If does not appear when you hover over a field, that field cannot be deleted.)

6. Do one of the following:
   • To save the search so you can use it again in the future and then perform the search, click Save.
   • To perform the search without saving it, click Apply.

   The Custom Search dialog box closes. If you are in the Opportunities, Companies, or Contacts area, a drop-down list of the records returned by the search displays. If you are in the Reporting area, the report displays the records returned by the search.

7. If you are in the Opportunities, Companies, or Contacts area, select the record you want from the list.
   Note: If the list is too long, you can do the following to restrict it further:

   • To restrict the list of records to those with names that begin with a specific single character, type the character in the field and pause.
   • To restrict the list of records to those with names that contain a specific sequence of two or more characters, type the characters in the field and pause.