Perform a Standard Lookup

Use the Standard Lookup for searches that search on basic criteria such as names, numbers, and types.

To search using the Standard Lookup, complete the following steps:

1. Click to display the Lookup.
2. From the Display Type drop-down list, select Standard.
3. From the Search By drop-down list, select the type of criteria you plan to search by (for example, Client Number or Employee Name).
4. Enter any data in the Search Text field that narrows your search, such as an employee's last name or the beginning of a project number.
5. Optional: Select Active Only to display only those records whose status is currently Active.
6. Click Search. A list of all records matching your search criteria displays.
7. Select one or more records.
8. Use the left arrow and right arrow buttons to navigate through the records you selected.
9. Click the Organize button if you want to save the search criteria for use in the future.