Difference between revisions of "Search"
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==About 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: | ;Considerations: | ||
:* | :*To search in specific fields, or to create more complex searches, you'll want to [[HowTo:Filter a View to Restrict the Records it Displays|Filter a View to Restrict the Records it Displays]]. | ||
:*Improve search speed and performance by configuring ''Search Fields'' to create an index for the object<br>''Learn more:'' [[Record Locator]]s | :*Improve search speed and performance by configuring ''Search Fields'' to create an index for the object<br>''Learn more:'' [[Record Locator]]s | ||
:*It is possible to conduct a simple keyword search from any tab, but only certain tabs support [[#Advanced Search|Advanced Search]] | :*It is possible to conduct a simple keyword search from any tab, but only certain tabs support [[#Advanced Search|Advanced Search]] | ||
Revision as of 19:40, 13 January 2012
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
-
- To search in specific fields, or to create more complex searches, you'll want to Filter a View to Restrict the Records it Displays.
- Improve search speed and performance by configuring Search Fields to create an index for the object
Learn more: Record Locators - It is possible to conduct a simple keyword search from any tab, but only certain tabs support Advanced Search
- The Calendar and Reports objects are excluded from Search
- Permission Rights associated with Roles determine whether a particular record is visible to the user
- A specific syntax is required to search using a Multi Object Lookup field.
Learn more: Multi Object Lookup#Considerations
Doing a Basic Search
- Enter a search term (an Account Name, Contact name, etc.) in the Search field
- Click the Magnifier Glass icon.
