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Advanced Search

326 bytes removed, 19:54, 4 June 2013

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[[Image:AdvancedSearchPanel.jpg]]

SmartSimple contains search functionality for records at all levels. Within an instance's [[Global_Settings|Global Settings]], a more powerful search facility can be enabled to replace the right-hand search panel within Contacts, Companies and the Universal Tracking Application. The Advanced Search enables quick and easy input of multiple search criteria including AND, OR and NOT operands.

To enable Advanced Search, go to [[Global_Settings|Global Settings]] > On any given [[Business_%26_System_Configuration|Business & System Configurationsearch panel]], and select click on the checkbox hyperlink for "Enable Advanced Search." The to toggle the Advanced Search section displayed panel (shown above will now appear at the top ).  Advanced Search enables quick and easy input of the list view for Level 1, 2 and 3 objects, internal and external contactsmultiple search criteria including AND, branches OR and external companiesNOT operands.

Multiple criteria can be specified for searches, by clicking on the Add Criteria button at the bottom of the Advanced Search section. If searching for internal contacts in a list that includes:

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.

 

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.

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Arthur Lathrop

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