Searching

Starting the Search

Depending on your settings and access rights, you can search for records using the following methods:

Select Data > Search from the menu. The search mask for the current level is displayed.

Note: Certain levels, such as the Daily Overview or Calendar have no search function.

Select Data > Company Search from the menu to search for companies.
Select Data > Person (Company) Search from the menu to search for persons.

Use the Search button in the general toolbar.

Use the Find button () in the level header.
In some levels, the Find button () accesses a dedicated search mask for the current level (e.g. Company+Person, Person, Offer, Property or Item Master).
Click on (Find) in a link field in the mask or list.

For example, in the Marketing Activity info area, you can search for a campaign in the Campaign field. The reference is displayed in the field as a hyperlink.

Executing the Search

To execute a search:

Switch to the level from which you wish to start the search.
Start the search, see Starting the Search.
The Search dialog box is displayed.
If the current level contains several info areas, select the info area you wish to search in under Info Area.
By default, five fields are available per info area. Use these fields for the search or disable one of the fields under Fields and choose an alternative field.
Select an operator in the Operator column and the value you wish to compare data with in the Comparison value column.
Note: If you do not enter an operator, all records are returned.
Click on Start Search.
The search results are displayed in the Results pane.
Select the record and click on OK to display the record in mask view.

Further information on the Search dialog box can be found under see Search Dialog Box.

For information on the masks used by the company and person searches, see Searching for Companies and/or Persons.

Search Dialog Box

The following fields are available in the search dialog box:

Overview: The Info areas field displays the number of info areas that can be selected using the Info Area drop-down menu. The active field displays the number of active conditions. The Inactive field displays the number of inactive conditions.
Info Area: The info area that is searched is displayed here. E. g. you can choose whether you wish to search the company or person in company fields in the Company+Person level.
Fields: You can select a maximum of five search fields. Your administrator can determine that you cannot change the default search fields, see Search Tab (Allow changes to search fields option) in the Aurea.CRM win Administrator Guide.
Search Criteria:
- The Search field column displays the selected search fields. The values stored in these fields are compared to comparison values. Conditions that include multiple fields are linked with a logical AND (i.e. all criteria need to be met).
- Operator column: You can choose from the following operators:
  For all field types: = equal, <> not equal
  
  In addition, for text, numerical, date and time fields: > greater, < less, >= greater equal, <= less equal, () included, )( not included.
  
  In addition, for numerical, date and time fields: [] within range, ][ not within range. Enter the range (with a space before and after the hyphen) or select a time period in the calendar (using Ctrl + click).
  
  Example: All activities with values between 1,000 and 9,000 in the Costs field:
You can set the status of search conditions that you frequently use to inactive, to save having to define them again. To do so, select the "empty" entry from the Operator drop-down menu.

Current condition active: This check box is only visible if your administrator has defined search criteria for this info area. Enable the search criteria defined by your administrator using this check box.

If you position the cursor over the Current condition active check box, you see a tooltip describing the search condition, provided your administrator has configured the appropriate settings, see Search Tab in the Aurea.CRM win Administrator Guide.

Range:
- Current context: This option is only available in dependent info areas. The current context limits the search to those records that are dependent on the currently active parent record. For example, in the Activity info area, those activities that belong to the person or company displayed in the summary index card are included in the search.
- Entire database: The entire database is searched for results. If the info area is a dependent info areas, the search is executed in the active parent level. For example, all documents linked to an offer item are searched.
Case-sensitive: Enable this check box if you wish to take upper and lower case into account in the search.

Note: This check box is only available if the SQL server supports case-sensitive searching.

Results (pane): The results of the search are displayed in this list.

Your administrator can define which columns are displayed in the list, and you can edit the list to suit your needs, see Defining Lists.

Select the desired entry in the results list and click OK to return to the mask view for the selected record. You can also double-click on the desired entry.

The following buttons are available in the search engine:

Search Details: Displays an overview of the defined search settings.

The search area, predefined search criteria (enabled using the Current condition active check box) as well as additional search fields are displayed.

Start Search: Starts the search.

The following buttons are only available if your administrator has determined that you are allowed to edit the search fields, see Search Tab in the Aurea.CRM win Administrator Guide:

(Predefined search fields, Alt+P): Displays the predefined search criteria in the Search Criteria pane.
(Clear current search fields, Alt+E): Removed the search criteria from the Search Criteria pane for the info area selected under Info Area.
(Clear all search fields, Alt+F): Removes all the search criteria.

Searching for a Person in a Company

Search for the company and select the company in the search list (by clicking on the entry or navigating using the arrows).
Click on (Person in Company). The Select Person in Company dialog box opens.
Select the person you are searching for, and confirm with OK. Alternatively, double-click on the entry.

This takes you straight to the record.