Search on the Landing Pages

Search gives you many ways to find the various types of records you work on throughout the day. To get started navigate to the work area you want to search.

You can search for records on any work area landing page, whether you're working on your contacts, activites, or many other records.

1. Put your cursor in the search field (callout 1 in the screenshot), and select a saved search as your starting point.

   Remember that existing saved searches might already include filters. For example, the My Accounts saved search restricts the search to accounts where you're in the team or territory. The filters are displayed right above the search field (callout 2).

   

2. In the search field, enter filters and keywords:

   • Filter results on a specific field. For example, to filter all the accounts in Boston:

     1. Enter city.

     2. Select Primary Address: City to specify the address type.

     3. Select Equals as the operator.

     4. Enter the city name: Boston.

     See Filter a List and Filter by Numbers and Dates for more filter options.

   • Enter keywords to search on and press return. See Search Using Keywords

3. More search options.

   • Group your results by selecting the attribute to group by (callout 3).

   • Change the columns displayed in the search results by clicking Actions (callout 4) and selecting Manage Columns.

   • Change the order of the column with select and drag.

   • Change the default sort order using the controls at the top of each column.

4. Save your search and criteria. (callout 5).