Direct Lookups are located throughout
Vision. They look and function much the same as the Standard lookup, but provide fewer search options.
To search using the Direct lookup, complete the following steps:
-
Click
to display a Lookup.
-
From the
Search By drop-down list, select the type of criteria you plan to search by (for example,
Client Number or Employee Name).
-
Enter any data in the
Search Text field that narrows your search, such as an employee's last name or the beginning of a
project number.
You can enter multiple search strings and separate them by a semicolon to search for multiple records. For example, Apple; Smith; Jones.
-
Click
Search.
A list of all records matching your search criteria displays.
-
Complete one of the following actions:
- Click
Select All to select all records.
- Highlight only those records that you want to display by pressing the CTRL key and clicking
Select.
-
Use the
left arrow and
right arrow buttons to navigate through the records you selected.