Performing a search

Use SA GDPR Compliance Administration to search for a specific entity. You can use the Search pane and then conduct a facet search. The results of the search are displayed in the grid.

  1. Select System Administrator > Administration > GDPR Compliance.
  2. In the Search pane, specify the name of the entity.
    This query searches for an exact match of the value in the Name field. You may be required to search for and confirm variations of an entity's name. For example, Beth Smith, Elizabeth Smith, Liz Smith.
  3. In the Data Source field, retain the default All, or select one or more sources. You can filter the results, based on these groupings of database sources:
    • Accounts Receivable includes customer-related setup functions
    • Accounts Payable includes vendor-related setup functions
    • Employees includes operator, buyer, sales representative setup functions
    • Contacts, as specified in the Contacts context widget
    • Prospects, as specified in Sales Prospect Setup
    • Warehouse Logistics includes Total Warehouse Logistics carrier, employee, master, vendor records
  4. Click Search.
  5. Optionally, click Advanced Search to conduct a facet search.
    A facet search to narrows your initial search results. You can conduct a subsequent facet search to narrow the results of a previous facet search.
    Note: If you use the Contacts context widget, how a contact is set up may affect data in the Compliance grid. For example, the Function column shows contacts and the Value column contains a name, but the phone and address are missing. It is likely that the Primary option was not selected for the phone and address in the Contacts setup.