Looking up records

  1. Open the lookup that you want to use.
  2. Specify your search criteria at the top of the lookup.
    Note: You can use the percent sign (%) as a substitute for zero or more characters.
  3. Click Search.
    Click a record's link in the search results to view and edit the record in the InfoViewer.

    You can optionally click Save Search on some lookups to save your search results.

    See Saving searches.