Search for Details in List Attributes

Use Attributes in the CRM Setup submodule in the Settings module to search for details in list attributes.

To use Attributes in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights under Settings.

To search for a detail of a list attribute:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the list attribute detail for which you are looking.
3. In the left pane of the Settings page, click CRM Setup > Attributes.
4. Highlight the list attribute that has the detail for which you are looking, and on the grid toolbar, click .
5. On the toolbar of the Detail pane, use the Search field to enter a keyword that is associated with the detail.