Search
From AgileApps Support Wiki
Revision as of 20:10, 13 January 2012 by imported>Aeric (→Doing a Basic Search)
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
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- 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.
