Difference between revisions of "Search"

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imported>Aeric
imported>Aeric
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:*To search in specific fields, or to create more complex searches, you'll want to [[HowTo:Filter a View to Restrict the Records it Displays|Filter a View to Restrict the Records it Displays]].
:*To search in specific fields, or to create more complex searches, you'll want to [[HowTo:Filter a View to Restrict the Records it Displays|Filter a View to Restrict the Records it Displays]].
:*Improve search speed and performance by configuring ''Search Fields'' to create an index for the object<br>''Learn more:'' [[Record Locator]]s  
:*Improve search speed and performance by configuring ''Search Fields'' to create an index for the object<br>''Learn more:'' [[Record Locator]]s  
:*[[Available Permission Rights|Permission Rights]] associated with [[Role]]s determine which records are visible to a given user
:*[[Available Permissions|Permissions]] associated with [[Role]]s determine which records are visible to a given user
:* A specific syntax is required to search using a [[Multi Object Lookup]] field.<br>''Learn more:'' [[Multi Object Lookup#Considerations]]
:* A specific syntax is required to search using a [[Multi Object Lookup]] field.<br>''Learn more:'' [[Multi Object Lookup#Considerations]]



Revision as of 23:17, 20 June 2012

About Search

A search action finds all records in the platform that contain the characters or words you specify. If the specified characters appear in any field in a record, the record is displayed.

Considerations

Basic Search

  1. Enter a search term (an Account Name, Contact name, etc.) in the Search field:
    SearchBar.png
  2. Click the Magnifier Glass icon MagnifierIcon.png

Restricted Search

Restricted Search