Custom Searches

Custom searches are basic or advanced searches that you create to find the records that match your business requirements.

To create a custom search, click + New Search. On the Search dialog box, add fields and use comparative operators to define a custom set of search criteria. The search will locate records that match the specified data types.

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.