Find Button within a List Dialog

The Find and Query buttons within EBMS are used to limit the selections in a list or report based on a specific criteria. The Find button is found on most lookup lists. This feature allows the user to query the list to only the records that contain the word or words entered in the Find dialog. The Find dialog allows the user to click on the Advanced button to create a more extensive query.

List Example

Select Sales > Customers. A customer lookup list appears on the window as shown below:

Click on the Find button on the bottom left side of the list.

Type in one or more words or names into the Find words entry to search for any record that contains both words anywhere in the Text will be searched in the following fields field list. The text within a find process is not case sensitive.

Examples:  

• The user may enter a combination of a portion of the name Doe and part of the address (state PA and street Main) to find a customer.  
• Enter "John Miller" to search the exact phrase rather than individual terms
• Enter a phone number without any standard phone formatting such as 123 123 1234 instead of (123) 123-1234
• The category or folder number must be used within the find tools rather than the folder label.  Review Technical > Set Query Options for more details.

To query from the entire list, select the All option on the lookup list dialog or select the folder of customers you want to display.

Click on the Stop Find button to list all records on the list or click the Find Again button to open a new search. The Find Again will not search within the current query but rather search within the entire list.

Some tips

Continue with the next section, Advanced Query Options, for details on using the Advanced Query.