Search Vantagepoint

The Search feature allows you to use pre-defined and custom-created searches to locate the exact information that you need.

Video: See related video below.

Choose from the following types of searches:
  • Pre-defined searches: Search the database for a specific type of record. For example, in the Contacts hub you can use the standard Active search to locate all active contacts. Because this is a pre-defined, system search, you cannot change its specifications.
  • Legacy Searches: Legacy searches are carried over from previous applications and are useful when the search criteria is static from one application version to another. If you want to continue to use a legacy search but need to add more criteria, you can create a new search based on the legacy search.
  • Personal and Shared Searches: Personal (My Searches) and shared searches are basic or advanced searches that you create to find the records that match your business requirements. They may include the use of comparative operators that search one or more data types: string, date, number, memo, check box, and employee.

Videos about Searches

To learn about performing basic searches, view this short video:

Simple Searches

To learn about advanced searches, including how to set up and group conditions for filtering results, view this short video:

Advanced Searches