Searching for Records

To locate records in the Vision database, use Lookups, the Info Center Search, or Quick Find.

A Lookup is dialog box that you use to locate a record, or to locate a group of records that share certain characteristics. You use a Lookup to search across all records of a single type (all projects, all employees, all clients, and so on). To narrow the search, you can enter search criteria.

An Info Center Search lets you search across all record types in the Info Center. Use it to find any record in your Vision database (project, employee, opportunity, and so on) that has certain characteristics.

A Quick Find search lets you locate a record by entering part of a valid key code, such as an employee's last name or a client number.