Components of a Search

There are several different components of the Vantagepoint Search feature.

The components that display depend on the application you are working in when you initiate the search. Refer to the following table for descriptions and related information for each type of component.
Component Screen Example Function Related Information
Select Searches List The Select Searches List includes all searches that are available for the active module. This list is composed of different components, depending on where the Search is accessed. Select Searches List
Quick Find Use the Quick Find to enter part of a record's information, such as a name or number. If the information that you enter matches only one record in the database, the record opens. If the information produces more than one result, a list that includes all matching records displays. Use a Quick Find
Standard Searches Standard searches are predefined searches that are specific to the active module and cannot be modified. The are usually listed at the top of the Select Searches List. For example, in the Contacts hub, the standard searches are Active, All, and Mine. Standard Searches
Legacy Searches Legacy searches are imported from previous versions of the application or from legacy systems and cannot be modified. You can run a legacy search as needed or delete and build a new search based on it. Legacy Searches

Build a Search Based on a Legacy Search

Custom Custom searches are standard or advanced searches that you create to match your business requirements. You can use the Organize Searches feature to create custom folders in which to save your searches. For example, a "Personal Searches" folder to save searches that only you will use.

Custom Searches

Build a Basic Search

Build an Advanced Search

Organize Searches

Search Dialog Box Use the Search dialog box to create a new search or update an existing search's criteria. Depending on the application where selected, this dialog box displays when you select + New Search or Search from the Select Searches List or a lookup. Search Dialog Box

Build a Basic Search

Advanced Settings Select the Advanced Settings toggle to enter additional criteria that limits the data retrieved by the search. This type of search may include the use of comparative operators that locate multiple types of data. Search Dialog Box

Build an Advanced Search

Search Results Grid After building a search on the Search dialog box, you can select the Show Preview toggle to view the returned search results on the Search Results grid.

Preview Search Results