Procedures

You can search for records in a variety of ways.

Related Topics:

  • Perform a Standard Lookup
    Use the Standard Lookup for searches that search on basic criteria such as names, numbers, and types.
  • Perform a Direct Lookup
    Direct Lookups are located throughout Vision. They look and function much the same as the Standard lookup, but provide fewer search options.
  • Display All Addresses for a Client or Vendor
    When you view all addresses, the primary address of a client or vendor displays in the lookup search result, while other addresses display on a separate dialog box.
  • Perform a Quick Find
    Quick Find searches let you access a record by entering part of a valid key code, such as an employee's last name or a client number. You can also use Quick Find to enter data.
  • Use Quick Find to Enter Data
    Use the Quick Find feature to enter data in any field where the magnifying glass icon is displayed.
  • Perform a SQL Where Clause Lookup
    Use the SQL Where Clause Lookup to perform complex searches. You create a SQL WHERE clause to use in searching the Vision database.
  • Perform an Advanced Lookup
    Use the Advanced lookup to enter additional criteria that limits the data retrieved by the search. You can also perform Info Center queries based on a field in another Info Center.
  • Save a Search
    After you create and use a search on a lookup, you can save the search for use at another time.
  • Use a Saved Search
    Re-run a saved search to get the current set of search results.
  • Launch a Saved Search from a URL
    You can launch a saved search directly from a URL.
  • Delete or Rename a Search
    Delete unused searches to avoid cluttering up your saved search folders. Rename a saved search to make its purpose clearer.
Parent Topic: Searching for Records