Master Page

Running Complex Searches

To run a complex search:
  1. In the User Options menu, click the Advanced Search option.
  2. If a pre-existing search is already present in the window, click the New button in the toolbar to start a new search. Or, choose Open from the More button to start a previously saved search.
  3. From the Search For dropdown list, select from one of the following options depending upon what you want to search for:

    1. Activity

    2. Case

    3. Customer

    4. Contact person

    5. Contact point

  4. Click the Complex view button. The page refreshes.

  5. Click the Add New Criteria button. The Add New Criteria window opens.

  6. In the Add New Criteria window, provide the following to set the criteria for executing a search:

    • From the Type dropdown, select the object type for the search criteria.

    • From the Attribute dropdown, select one of the available attributes. This list changes based on the type you selected.

    • Select an operator from the Operator dropdown. Operators include: Exactly, Begins with, Contains, Does not contain, Ends with, =, !=, <, <=, >, >=, Between, Not between.

      Operator can vary depending on the Object Type and Attribute selected.

    • Input a value. The inputs for this field change based on the attribute and operator you selected. You can search using special characters such as umlaut characters (Ö, ü, ï), : “” etc. If you are using the Exactly operator, you can also use the following special characters ($ & * ^ % _ ( ) # ") in your search criteria. Additionally, email searches can use the following special characters (+ ~ - ! |).

    • Select AND or OR from the AND/OR dropdown.

    • Click OK.

    complex search

  7. Repeat the process to add more search criteria as necessary. At least one search criteria is required to perform a search. You can edit your criteria by clicking the Edit icon. You can delete the criteria by click the Delete icon. When you have added all your necessary search criteria, click the Start Search button.
  8. Search results are displayed in the Results section. To view more information about the activity, click the object hyperlink. You can export the search results to a .csv format by clicking the Export button. You can also print your search results by clicking the Print button and using the browser’s print options.
  9. If you wish to conduct your search or view the search results in a window separate from the Advisor Desktop, click the Undock undock button button.

Related Topics

  1. Running Simple Searches
  2. Creating Search Folders