: : Search

In this type of screen, the user must enter information to make a search. These screens give a direct access to the searched pages.

: : Step 1: Open the Search Screen

Let us take the example of a customer search. From the menu bar, go to Third parties > Customers/Prospects to open the search window.

Search window

New tabs allow you to add details to your search.

You can see there are several types of fields:

: : Step 2: Start Searching

Let us say you want to retrieve the list of customers starting with C.

  1. In the Call name field, enter C? then press Enter. A list with several results is displayed.
  2. In this list, double click on the relevant line to display the customer record.

Search results

 

If only one result is found, the searched page is automatically displayed.

: : Step 3: Close the Search Screen

You can notice that the binoculars icons are displayed at the lower right corner of the screen. These are shortcuts to see search results.

Several ways to close search results:

It is recommended to avoid opening several searches at the same time because of performance issues.