Finding Records

You can find a record by choosing criteria from a pick list and entering text.

Note: The workspace may be different depending on your access rights or if your installation has been customized.

To find records:

  1. In the Lookup by fields, select the search conditions and type the search criteria.
    Note: If you select a phone number or email option, the search will be performed against all phone numbers or emails, not just phone numbers or emails for the selected option.

    For example, if you select Main Phone the lookup will also return matches in Home Phone, Mobile Phone, etc.

  2. To add another search criteria, click Add Condition and repeat steps 1 and 2 for each search criteria you add.
  3. Click Search.
    The records that match your criteria is be displayed.
  4. Select the record or records you were searching for and, click Add Selected or OK.
    Note: Some lookups allow you to select multiple records.

    All searches are run on the records you can access. Depending on the options chosen by the administrator, you can find the records based on the group to which this belongs.