Search for and Select a Record

Use the search field to find and select a record that you want to review or edit.

To find and select a record:

1. Display the hub or application.
2. Optional. Click the search filter and do one of the following:
   • Select a standard filter, such as Active or Mine.
   • Select an existing custom filter.
   • Select Custom to display the Custom Search dialog box, on which you can create a new custom filter that is immediately applied.
   Records that meet the filtering criteria, and which your security role may access, display in a drop-down list. The records in this list may include visual queues that provide a quick indication of the record's status. For example, project, firm, or contact lists display inactive record icons in a lighter, grayed-out font. Active records, however, display in a normal color. Refer to the Lookups in the Browser Application online help topic for additional information.
3. Optional. To refine the list further, type one or more characters in the search field and pause to allow time for the results set to refresh.
4. Select a record from the drop-down list.
5. To see the contents of another record in the search results set, use the paging arrows beside the search field or toggle to the list view and edit many records in a list at once.