Procedures
You can search for records in a variety of ways.
Related topics:
- Perform a Standard Lookup
Use the Standard Lookup for searches that search on basic criteria such as names, numbers, and types. - Perform a Direct Lookup
Direct Lookups are located throughout Ajera CRM. They look and function much the same as the Standard lookup, but provide fewer search options. - Perform a Quick Find
Quick Find searches let you access a record by entering part of a valid key code, such as an employee's last name or a client number. You can also use Quick Find to enter data. - Use Quick Find to Enter Data
Use the Quick Find feature to enter data in any field where the magnifying glass icon is displayed. - Perform a SQL Where Clause Lookup
Use the SQL Where Clause Lookup to perform complex searches. You create a SQL WHERE clause to use in searching the Ajera CRM database. - Perform an Advanced Lookup
Use the Advanced lookup to enter additional criteria that limits the data retrieved by the search. You can also perform Info Center queries based on a field in another Info Center. - Save a Search
After you create and use a search on a lookup, you can save the search for use at another time. - Use a Saved Search
Re-run a saved search to get the current set of search results. - Launch a Saved Search from a URL
You can launch a saved search directly from a URL. - Delete or Rename a Search
Delete unused searches to avoid cluttering up your saved search folders. Rename a saved search to make its purpose clearer.
Parent Topic: Searching for Records