Run an Advanced Record Search

You can use the advanced search feature to find records that match one or more values for selected fields. You can search for most types of records, including projects, enquiries, contacts, organizations, opportunities, drawings, and so on.

To run an advanced record search:

1. On the header bar, click Activity Zone.
2. In the Search Activity Zone field at the top, enter one of the following search terms:

   To search for	Enter this search term
   Actions	Search Actions
   Bids	Search Bids
   Campaigns	Advance Search Campaigns
   Contacts (External)	Search Contacts
   Contacts (Internal)	Search Internal Contacts
   Contract Management Items Exported to SQL	Search Items
   Drawings	Drawings Search
   Enquiries	Search Enquiries
   Document Issues	Issue Search
   Insurances	Search Insurances
   Milestones	Search Milestones
   Opportunities	Advance Search Opportunities
   Organizations (External)	Search Organizations
   Organizations (Internal)	Search Internal Organizations
   Projects	Search Projects
   RFIs	Search RFI's

3. Click the relevant link that displays on the page.
4. On the search window, use the Search pane on the left to enter the criteria that you want to search against.
5. To add an OR search, click Add 'Or' Search on the toolbar.
   When you add an OR search, the system returns results that match both sets of criteria. This is useful if you want to search for records using multiple values for selected fields. For example, you can search for records that have different statuses, or linked to different projects.
6. Click Run Search.
7. To view a record, click the name of the record that you want to view in the search results.
   You can sort and group the search results by one or more fields. For information, see Edit the Search Output.