Finding records

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

Note: The workspace can be different based on your access rights or if your installation is customized.

To find records:

Select the search conditions and specify the search criteria in the Lookup by fields.

Note: If you select a phone number or email option, the search is 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 also return matches in Home Phone, Mobile Phone, etc.
Click Add Condition and repeat steps 1 and 2 for each search criteria to add another search criteria.
Click Search.
The records that match your criteria are displayed.
Select the record or records you are searching for and, click Add Selected or OK.

Note: Some lookups are used to select multiple records.

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