Difference between revisions of "Search"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
Line 10: Line 10:
:* A specific syntax is required to search using a [[Multi Object Lookup]] field.<br>''Learn more:'' [[Multi Object Lookup#Considerations]]
:* A specific syntax is required to search using a [[Multi Object Lookup]] field.<br>''Learn more:'' [[Multi Object Lookup#Considerations]]


==Doing a Basic Search==
==Basic Search==
# Enter a search term (an Account Name, Contact name, etc.) in the Search field
# Enter a search term (an Account Name, Contact name, etc.) in the Search field
# Click the Magnifier Glass icon.  
# Click the Magnifier Glass icon.  
Line 56: Line 56:
To change this default and restrict the search to only a '''specific object''' or the currently '''specified object''', see [[Personalize#About Search Settings|Personalize]].
To change this default and restrict the search to only a '''specific object''' or the currently '''specified object''', see [[Personalize#About Search Settings|Personalize]].
-->
-->
==Restricted Search==
==Restricted Search==
{{:Restricted Search}}
{{:Restricted Search}}

Revision as of 20:10, 13 January 2012

About Search

A search action finds all records in the platform that contain the characters or words you specify. If the specified characters appear in any field in a record, the record is displayed.

Considerations

Basic Search

  1. Enter a search term (an Account Name, Contact name, etc.) in the Search field
  2. Click the Magnifier Glass icon.

Restricted Search

Restricted Search