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.