To search for Profiles, even across accounts and sub-accounts, specify your search criteria and click Submit to see the search results. In the results, click a record to edit that profile.
The search criteria available include:
- Search for — Select a data field from the drop-down list. (Reg Code, First Name, Last Name, etc.)
- Operator — Choose an operator to determine how Certain will evaluate the search text you type in the box to the right. Example: the default " begins with".
- Search text — Type the text or numbers to search on in the rightmost data entry field.
- To broaden your search, use a " % " as a wildcard to return any number of characters.
- For example, Last Name = "Bo%y" will return Borry, Bosey, Bothey, etc.
- By default, all fields are searched with a wildcard at the end, so that a search on Organization = "Ford" will return records with "Ford", "Ford Motor Co", "Ford Finance Division", etc.
- Max Records — The maximum number of records to be returned in the search results.
- Records Per Page — Enables you to split the records returned into multiple pages, to make the search results more readable.
- Account — Choose which account or sub-account you would like to search for profiles, or leave it at the default of Any account.
- Note: You see only the accounts that your username can access.
- Open record in a new tab — If selected, then when you open a record from the results list you will see it in a new browser tab, instead of the one in which you started the search.
- Note: Your selection or non-selection is retained as the default for when you next use this Profile Search,
When the search results appear, you may click on any column header to sort by that column in ascending order.
Use the Next xx »» and «« Previous links to navigate through results that have been broken into pages by the Records Per Page option.