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Advanced Search

338 bytes added, 17:07, 1 October 2013
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Note that, when searching for contacts and accounts, a checklist of roles and categories, respectively, will be displayed to further narrow down your search. When using Advanced Search on objects of Level 1, 2 or 3 within the Universal Tracking Application, [[Level_1_Templates|Templates]], [[Level_2_Types|Types]] and [[Status|Statuses]] can be selected in the checklists.
 
Also, when searching against a Level 2 entity users will have the ability to search for the Level 2's based on Level 1 fields. In the screenshot below the options under the Grants heading relate to the Level 1 fields, whether those fields are common to all Level 2 types or are specific to a Levele 2 Type.
 
[[Image:AdvSearchl2.png]]
To toggle back to the basic search panel, click on the hyperlink for "Basic Search" shown at the top right of the Advanced Search panel.
Smartstaff, administrator
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