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:

1. Access the appropriate Info Center.
2. Click Open. Vision displays a dialog box that contains a list of the searches saved in your Global Searches and Personal Searches folders.
3. Click a saved search in the list to open all the records in the saved search group.