Siebel CRM Fundamentals Guide Siebel Innovation Pack 2017, Rev. A E52425-01 |
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A selection dialog box 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.
Note: Unlike performing a query, any spaces you enter in the search field when finding records are included in the search. For example, if you are looking for a contact with the last name Smith, and enter Smith followed by a space in the search field, then any contacts with the last name Smith are not found because the application looks for each character (all the letters in Smith and a space). |
To find records in a selection dialog box
In the selection dialog box, select the field you want to search from the drop-down list for record fields.
In a multiple selection dialog box, the drop-down list for record fields appears before the list of available records, and not before the list of selected records.
Note: In the selection dialog box, you cannot select a date field. |
Type the text you want to search for in the field for a search value.
The field for a search value appears next to the drop-down list for record fields. A wildcard is automatically assumed after text you enter in the field for a search value. If you search for Siebe, then all words beginning with the letters Siebe are found.
Search queries in pick lists are not case sensitive.
Click Go.
The records matching your criteria appear.