Difference between revisions of "Search"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
||
| Line 11: | Line 11: | ||
==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 [[File: | #: [[File:SearchBar.png]] | ||
# Click the Magnifier Glass icon [[File:MagnifierIcon.png]] | |||
<!-- | <!-- | ||
===Search within an Object=== | ===Search within an Object=== | ||
Revision as of 20:15, 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
-
- To search in specific fields, or to create more complex searches, you'll want to Filter a View to Restrict the Records it Displays.
- Improve search speed and performance by configuring Search Fields to create an index for the object
Learn more: Record Locators - It is possible to conduct a simple keyword search from any tab, but only certain tabs support Advanced Search
- The Calendar and Reports objects are excluded from Search
- Permission Rights associated with Roles determine whether a particular record is visible to the user
- A specific syntax is required to search using a Multi Object Lookup field.
Learn more: Multi Object Lookup#Considerations
Basic Search
- Enter a search term (an Account Name, Contact name, etc.) in the Search field:
- Click the Magnifier Glass icon
