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- Select the column that you want to search.
- You can either select a column's heading or a cell within that column.
- You can either select a column's heading or a cell within that column.
- Type your search value.
- The system automatically locates the records that match the characters you type within the column you specified for the records displayed on the current view page (this search does not occur across all pages of a view). The search is not case-sensitive.
- For example, to find a Persons record for a person whose last name is Lowe in, select a field in the Name/Company column within the view and start typing l-o-w-e until the system highlights the appropriate record.
- When you type l, the system will highlight the first record it finds that begins with l. When you type o, it will highlight the first record it finds that begins with lo, and so on until you have located the desired record.
- When you type l, the system will highlight the first record it finds that begins with l. When you type o, it will highlight the first record it finds that begins with lo, and so on until you have located the desired record.
- Note that if you pause between characters, the search process will reset. For example, if you enter l and then pause , when you type o, the system will take you to records that begin with o, not lo.
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- Right-click within the column that you want to search and select Find in [column name] from the pop-up menu to open the Find in Column dialog.
- You can also hover over a column heading to open the Find in Column dialog for that particular column (without having to right-click within the column).
- Alternatively, you can type CTRL-+F to open the Find in Column dialog.
- Enter the search term in the Find in Column dialog.
- You can enter any part of a word or phrase.
- In the following example, the Find tool will search the Persons view's Name/Company column looking for records that contain the word Carlos in the Name/Company field. Note that this search only applies to the records displayed in the current page of the view.
- Click OK.
- The Find tool highlights the first record that matches the specified search term, as shown in the example below.
- To find the next record that matches the search term you entered in the Find in Column dialog, do one of the following:
- Right-click within the column and select Find Again in [column name] from the pop-up menu.
- Press the F3 key.
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