Search Info Area Only

You can restrict a search to data in a specific info area. Searching in the entire database may take a long time when dealing with large volumes of data.

To search for data in a specific info area:

  1. Tap on and select the desired info area, e. g. Companies.

    All the records in the info area are listed.

  2. Enter your search criteria in the Search bar. Data is searched as you type and hits are listed below the Search field.

    Only the fields listed as ghost text in the Search field are included in the search. For example, the following fields are searched in the Company info area:

    Note: Your administrator determines which fields are included in the search bar.
  3. Tap on an item in the results list to open the record's details.