Siebel CRM Fundamentals Guide Siebel Innovation Pack 2017, Rev. A E52425-01 |
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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
Navigate to the screen.
In the list header, select a field you want to search from the drop-down list for record fields.
If you do not select a field to filter your search against, then all fields will be searched.
Note: In the list header, you cannot select a date field. |
In the list header, type the text you want to search for in the field for a search value.
A wildcard is automatically assumed after text you enter in the value field. If you search for Siebe, then all words beginning with the letters Siebe are found.
Click Go.
The records that match the criteria appear.