Executing the Search

To execute a search:

1. Switch to the level from which you wish to start the search.
2. Start the search, see Starting the Search.

   The Search dialog box is displayed.

   

3. If the current level contains several info areas, select the info area you wish to search in under Info Area.
4. 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.
5. 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.
6. Click on Start Search.
7. The search results are displayed in the Results pane.
8. 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.