Using Advanced Search
You can use advanced search to:
- Search on one or more record types at once
- Search for records on dates
- Search on all of the fields for a record type
- Search using filter criteria for each field
If you search on a single record type, the search results are displayed in a List page, and you can then work with the list of records. For more information about managing lists of records, see Working with Lists.
If you search on all record types, a Search Results page is displayed with different sections for each type of record found in the search.
To perform an advanced search
- In the Select Record Types section:
- For multiple record type searches. In the Keywords field, enter the full or partial name you want to search for or leave it blank to search strictly on the basis of the dates you provide.
NOTE: In the Keywords field, it is not necessary to use a wildcard (*) for a partial word, because a wildcard is automatically added to the beginning and end of the user input.
- For multiple record type searches. If required, enter the date range (use four digits for the year, such as 2003):
- For Appointments, the date applies to Start Time (Date).
- For Tasks, the date applies to Due Date.
- For Opportunities, the date applies to Close Date.
- For all other record types, the date applies to the Created date.
- For single record type searches. In the Search In section, select one of the following from the drop-down list.
- All records I can see. Includes records that you have at least View access to, as defined by your reporting hierarchy, the access level for your role, and the access level for shared records.
- All records I own. Includes only records in the filtered list that:
- You own
- Are shared with you by the owner through the Team feature
- Are shared with you through the group assignment feature (for tasks, accounts, contacts, and opportunities)
- All records where I am on the team.
- All records I or my subordinates own.
- All records where I or my subordinates are on the team
- My Default Look In. Your default setting for the Look in selector, as defined by your company administrator.
- For single record type searches. If the Book feature is enabled for your company, select a book, user, or delegate from the Look in selector, if required.
For more information, see Using the Look In Selector.
The Search In section is not displayed for record types that do not have owners (for example, Products, Users).
- For single record type searches. In the Enter Search Criteria section do the following:
- Select a field from the Field drop-down list.
The fields are pre-populated with the targeted search fields for the record type, see Default Search Fields.
- Enter the conditions, filter values, and operators (AND, OR) that define the filter.
For information about using filter conditions, see About Filter Conditions.
CAUTION: When entering Filter Values, check to make sure you follow the rules described in About Filter Values. Otherwise, you might not find the correct records.
Examples
Accounts: If you want to create a filtered list of accounts in Canada with annual revenue over $100,000,000.00, complete the form as follows:
Field
|
Condition
|
Value(s)
|
|
Annual Revenue
|
Greater than
|
100000000
|
AND
|
Country
|
Equal to
|
Canada
|
|
Leads: If you want to create a filtered list of leads with potential revenue over $100,000.00 and ratings of A or B, complete the form as follows:
Field
|
Condition
|
Value(s)
|
|
Potential Revenue
|
Greater than
|
100000
|
AND
|
Rating
|
Less than
|
C
|
|
- Click Go.
The results appear for each record type.
|