Advanced Record Searching
Use the Advanced Search feature to run a complex record search. You can modify the display output of the search results, export the results to Excel, and save searches that you frequently run.
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- 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. - Edit the Search Output
After you run an advanced record search, you can add and remove columns, and select one or more fields to sort and group the results by. - Export Search Results to Excel
You can save search results as an Excel file to view the results offline. - Save a Search
You can save an advanced search that you frequently run. You choose to save a search as a private search, or a public search that is available to other users. - Run a Saved Search
You can run previously saved advanced searches from the Saved Searches dashpart in the Personal Zone.
Parent Topic: How To...