How To... Learn the step-by-step instructions for record searching. Related Topics:Search for Records by Title If you know the name of the record that you want to view, or part of the name, you can use the respective quick search feature to find it. The quick search feature is available for contacts, organizations, opportunities, enquiries, projects, and marketing campaigns. Advanced Record Searching Use the Advanced Search feature to run a complex record search. You can modify the display output of the search results, export the results to Excel, and save searches that you frequently run. Parent Topic: Search for Records HomeDeltek PIM HelpSearch for RecordsHow To...
How To... Learn the step-by-step instructions for record searching. Related Topics:Search for Records by Title If you know the name of the record that you want to view, or part of the name, you can use the respective quick search feature to find it. The quick search feature is available for contacts, organizations, opportunities, enquiries, projects, and marketing campaigns. Advanced Record Searching Use the Advanced Search feature to run a complex record search. You can modify the display output of the search results, export the results to Excel, and save searches that you frequently run. Parent Topic: Search for Records HomeDeltek PIM HelpSearch for RecordsHow To...