HowTo:Search a View to Find Records

From AgileApps Support Wiki

For:   Users
Level: Intermediate
Time: 5 minutes

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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.


Doing a Search

  1. Enter a search term (an Account Name, Contact name, etc.) in the Search field:
  2. Click the down arrow at the end of the field to specify the objects in which you want to search the entered value.
  3. Click Search or click the Magnifier Glass icon MagnifierIcon.png