Simple Search
- In List Layout, an expanded search of the selected record expression and record facts of a single Page, returning all matches from that page. In the Grid Layout, a search of all the fields on a single Page.
- Returns matches from all fields on the page, so search for "Smith" and you'll get any last names, first names, street addresses, etc., that include "Smith."
- Matches values anywhere in the content (beginning, middle, or end).
- You can search by:
- Part of a name
- Full name
- Last Name comma First Name
- Exact match of a name using quotation marks (e.g. "Matthew" would only return Matthew, not Matt)
- Enter what you're looking for in the Search box and press Enter on your keyboard!
Column Search
This method is more restrictive, but it yields very accurate results so you don't have to separate the name "Ali Gilbert" from addresses on "Gilbert Lane", and email addresses with "@gilbert.com". Remember:
- It only matches on the searched columns.
- It only matches values starting with the search term.
- If you're searching for a date, make sure you include the leading 0 for the months January (01) through September (09). Search for what you see!
To use this method:
- Confirm you're using Grid Layout.
- Click the magnifying glass icon in a column header. Note: When column search is activated, you cannot use the simple search box.
- Enter what you're looking for into one or more columns.
- Pro Tip: Not sure whether you're looking for an Anderson or an Andersen? Use the "*" to search for "Anders*n" to find them all. And maybe a rogue Andersin. You can use that "*" as a wildcard when searching anytime, anywhere.
Additional Methods
Once you have mastered the basic techniques above, you may want to add additional skills. Read more to become a data locating expert in no time!
