Lookups
To search for records in the system, specify your search criteria in the appropriate
lookup and click . All
records that match your search criteria are displayed.
Each record in your search results shows summary information and an ID link. Click this link to load the record into an InfoViewer. To sort search results, click a column header in the lookup grid. To start a new search, click .
Lookups are divided into these tabs: A Search Criteria tab shows search fields, a List tab shows search results, and a Map tab shows a map of the located records.
In some lookups you can perform tasks such as creating and editing records. Depending on the lookup, use the button at the top of the lookup or the , , and buttons in the lookup results grid.
If the Saved Searches feature is enabled, you can optionally save your search results as an ad hoc report.
See Ad hoc reports.