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Searching for Records

The Search feature can be used to find specific records, such as a contact, a company or even a submittal package. The type of Search window displayed depends on what you are searching for.

The following options may be available on your Search window:

	Display a list of records based on the selected filters. If no filters are selected, all the records will appear.
	Add all the selected records to the field.
	Select all the records listed on the search grid. This is available to fields that allow multiple selection.
	Clear the selected records on the search grid. This is available to fields that allow multiple selection.

Using Filters

The type of filters available on your search window depends on the record for which you are searching.

Drop-down lists: Click the drop-down arrow to pick a filtering category. For example, on the Type of Company drop-down list, click the type of company that you are searching for.
Text fields: You can enter a partial name or ID in these fields. For example, on the Company ID field, entering 'AA' displays the following companies 'AAC' and 'AAH'.
Limit To Project: Select this check box to search only for companies that are linked to the current project.
Has Email: Select this check box to search only for contacts that have an email address.
Has Fax: Select this check box to search only for contacts that have a fax number.
Column Filters: To filter data in some columns, you can use the toggle filter options:

To search for records using multiple search criteria

Click the Advanced button in the toggle filter list.
The Advanced Search dialog box is displayed.

Click Add to add an additional search criteria row.
After adding the desired number of search criteria rows, specify the search criteria in each row.
Select ALL or ANY from the Show records matching drop-down list to search for records matching all or at least one of the multiple search criteria.
Click Search.
A list of the records that match the specified search criteria is displayed.