Customers tab-> Find Customers
You can search for and display any Customer in the database by using the Find Customers page. For information on working with search results, see Find Customers - Search Results .
Additional information on searching is available in Searching for Information .
Page Objects
Click to see a detailed description of the window.
New Customer
Opens the New Customer Page for creating a new Customer.
Find Customers
Opens the Find Customers - Search Definition page for searching for Customers.
Find Name
The name of the current find. This appears only when a saved find has been opened.
Clear
Clears all the search conditions. If a saved find has been opened, it will be closed.
Save
Saves the definition of the current find for future use. Appears only if a saved find is currently open.
Save As
Opens the Save As dialog for saving the current find. If a saved find is already open, you can save the find with a new name.
Delete
Deletes the currently opened saved find. Appears only if a saved find is open.
Open
Open a previously saved find.
Search
Use the currently defined search conditions to search the database for Customers.
New Window
Opens the currently displayed page in a new browser window.
Search Definition
Fields for defining the conditions by which you will search the database for Customers.
Procedures
Searching for Customers
Open the Find Customers page if it is not already open.
Construct your search logic. Refer to Using Standard Searches for more information on search logic.
Click Search ( ). The search will be conducted. Results of the search will be displayed. See [Find Customers - Search Results] for more information.
Clearing search conditions
Click Clear. Any information in the search condition fields will be cleared.
Saving searches for reuse
Open the Find Customers page and define your search.
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Type a name for the search in the Name field.
Click OK ( ). The Save As window will close and the search will be saved to the database for future use.
Note: Saved searches are available only for the user that creates them. You cannot make saved searches available for other users.
Opening a saved search
Open the Find Customers page if it is not already open.
Click Open. A drop-down list of previously saved searches will appear.
Select a find from the list. The find will open, displaying the search details in the Find Customers page.
Click Search ( ) to conduct the search.
Deleting a saved search
Open the saved search that you want to delete (if it is not already open).(See above for instructions.)
Click Delete ( ). A confirmation dialog will appear.
Click OK ( ). The Find will be deleted from the database and will no longer be available for use.
Resaving a saved search with a new name
At times, you may want to save an existing search with a new name. This is often done when you want to use one search as the basis for another.
Open a saved search.
Optional: Make any changes to the search definition you require.
Click Save As. A Save As window will appear.
Type a name for the search in the Name field.
Click OK ( ). The Save As window will close and the search will be saved to the database for future use.
Saving changes to a previously saved search
If you make changes to a previously saved search, you can save those changes by following these steps.
Open a saved search.
Make any changes necessary to the search logic. See Using Standard Searches for more information on defining search logic.
Click Save. The search will be saved to the database and will be available for future use.
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