Search
Select which of these you want to Search for:
Each one works in the same way. As described in those topics:
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Select the field to search on. For example, a name.
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Select the operator, for example "begins with".
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Enter the value to search for, for example "Ford".
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If available, select which account or sub-account you want to search in (or accept the default "All Accounts").
Only the accounts you have access to are available to choose from. -
If you select Open record in a new tab, then when you open a record from the results list you will see it in a new browser tab, instead of the one in which you started the search.
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Click Search to see the search results
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Click a record in the results list to view or edit that record
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