Search

From AgileApps Support Wiki
Revision as of 20:14, 13 January 2012 by imported>Aeric (→‎Basic Search)

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
  2. Click the Magnifier Glass icon File:Magnifier.png

Restricted Search

Restricted Search