Search with a Saved Search
When you use a Lookup in the Info Center, you can specify criteria for the search. You can save search criteria in a Global Searches folder, for all users, or in a Personal Searches folder, just for you.
For example, you can use the Employee Lookup to create a search that retrieves employee records from a specific
organization in your firm.
To use a saved search, complete the following steps:
- Access the appropriate Info Center.
- Click Open. Vision displays a dialog box that contains a list of the searches saved in your Global Searches and Personal Searches folders.
- Click a saved search in the list to open all the records in the saved search group.