Search

Search panel is located right below the Tool Bar as shown below.

Search on all column

  • Enter the keyword which needs to be searched in the text box.
  • The dropdown list next to the search textfield displays all the columns on which the user can search on. By default this will have 'All Columns' as the selected value.
  • Find : Click on find button which will search the specified 'keyword' on all the columns in the current file.

Search on specific column

  • Enter the keyword which needs to be searched in the text box.
  • The dropdown list next to the search textfield displays all the columns on which the user can search on. By default this will have 'All Columns' as the selected value. Select the specific column on which you want to search on. i.e if you want to search specifically on the 'Account Name' column, select the 'Account Name' from the drop down list.
  • Find : Click on find button which will search the specified 'keyword' on all the selected column in the current file.

Search on specific category

  • Enter the keyword which needs to be searched in the text box.
  • The dropdown list next to the search textfield displays all the columns on which the user can search on. By default this will have 'All Columns' as the selected value.
  • The category drop down list will have 'All' as default value, select the particular category on which you want search.
  • Find : Click on find button which will search the specified 'keyword' on all the selected column in the current file.

General

  • In general the search can be done on the following combination
    • keyword + Specific column [All columns] + Specific category [All category]
  • If there are no records found in the search condition, it will display a message saying 'No records found'. This message will also give the details on what column and category the search was executed on.