Perform a Standard Search

Use this procedure to search for records using basic criteria, such as Names, Numbers, and Types. You can use this method for one-time searches. Before proceeding, see Standard Search.

For more information on search types and options, see Search Overview..

To search using the Standard search:

1. Beside the Search field, click . A search dialog box displays.

2. On the Display Type drop-down list, select Standard. The Standard search criteria grid and related options displays.

3. Select the type of criteria you plan to search by using the drop-down list in the Search By field (for example, Client Number or Employee Name).

4. In the Search Text field, enter any data that narrows your search, such as an employee's last name or the beginning of a project number.

5. Click Search (or press ENTER). A list of all records matching your search criteria displays in the search result grid.

   If you cannot see the search result grid, click the Show Result List. For more information, see Common Attributes of Different Search Types.

6. Click Select All to display all records, or highlight only those records you wish to display by pressing the CTRL button and then clicking Select. The first record that matches your criteria displays. Use the vertical scroll bar to navigate through the records you selected.

Click the Clear button before starting a new standard search so that information from the previous search is not included in the new search.

What do you want to do?

Save a search

Use a saved search

Perform a quick search

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