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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
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Finding Records in Lists

A list can contain many records. You might find it necessary to search for the records you want to see in the list. You can perform full- or partial-text searches on one field.

Finding records is similar to querying for records, but you do not save search results when you find records.

To find records in a list  

  1. Navigate to the screen.

  2. In the list header, select a field you want to search from the drop-down list for record fields.


    Note:

    In the list header, you cannot select a date field.

  3. In the list header, type the text you want to search for in the field for a search value.

    A wildcard is automatically assumed at the end of text you enter in the value field. If you search for Siebe, then all words beginning with the letters Siebe are found.

  4. Click the right-arrow-in-a-circle icon.

    The records that match the criteria appear.