Performing a Search Using Various Options

This section describes how to use the various options when performing a search for records.

Using the Go to Instance Option

You can use the Go To Instance option to view a record by specifying its unique identifier.

1.  In the home page, select the required workspace.

2.  In the table view that is displayed, click .

3.  In the pull down menu that appears, specify the <record> ID you want to view. For example, if you are in the Contacts workspace and want to view a particular contact record, specify the Contact ID, and click .

The Item View of the specified record is displayed in a new page.

Using the Normal Search

You can use the Normal Search mode to specify values in the available search parameters to retrieve the required records. The search options that are available in this mode are dependent on the object record you are attempting to search.

To Perform a Normal Search

1.  In the object Table view, click .

The <Object> Search page is displayed.

2.  Specify values in the required search fields, and click Search.

Using Advanced Search

You can define complex search conditions to locate object records in CampusNexus CRM using the Advanced Search option. This option allows you to perform a granular search for records based on the multiple search conditions you specify.

Note 

•   Select the Use Contains Operator option to widen the scope of your search. Objects are searched in which values of text type of properties specified in the search fields are available.

When Use Contains Operator is selected, all object items that include any word specified in the search fields are displayed.

Example

In the interaction table view, you specified Mail from contact as the string in the Subject field. When Use Contains Operator is selected, all interactions are displayed in which any word from the specified string is available in the Subject field. Simultaneously, Interactions in which the complete string is specified in the Subject are also displayed.

•   If you click the Search button without specifying any conditions, records may be retrieved if prefilled search conditions are configured. For more information about prefilled search conditions, your administrator must see Business Administrator Help.

A scenario may occur where no prefilled search conditions are set. If you then click Search without specifying any criteria, the following message will be displayed: You must specify search criteria for the Filter.

•   To use the Advanced option, you must have the Manage Filters permission.

To Perform an Advanced Search

1.  In the object Table view, click and then click Advanced in the search page that is displayed.

The <Object> Search page is displayed. Search conditions specified in the normal search mode are not inherited in the Advanced Search area.

2.  Specify values to form the required search expression. For more information on creating expressions, see About Filters.

3.  Click Add Row to insert an additional row.

4.  Click Search. Records matching the specified conditions are displayed in the Results area.

Note 

•   To delete a row, select its check box and click Remove Row.

•   To view the normal search options, click Back to Normal Search.