Running Simple Searches

To run a simple 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. From the Simple view, provide the following to set the criteria for executing a search:

   • Select an Attribute. For example the Activity ID, Case ID, Customer Name, or Subject.

   • Select the Operator from the drop down list.
     Note, when searching for an Activity Subject with the “Contains” operator, you must use at least 5 characters and when searching a customer’s name with the “Contains” operator, you must use at least 2 characters.

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

   • Enter the Value you want to search. 

   • Enter the appropriate boolean character: AND/OR, to be used between words to specify the relationship.

   

5. After entering the search criteria, click Start Search to run the search.
6. 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.
7. If you wish to conduct your search or view the search results in a window separate from the Advisor Desktop, click the Undock  button.

Related Topics

1. Running Complex Searches
2. Creating Search Folders