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 will be 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 will 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.