Search

Overview

Search is a tool to locate records within Registrations, Profiles, Events, Forms, and Websites.

The search controls are identical across all sections.

If available, a user can select an account or sub-account to search in.

When a search is performed, you can open results in the same tab or in a new tab depending on your settings.

Open the results list to see the results.

Open a record from the results list to view or edit that record.

Select the field to search on.
For example, select a name.
Select the operator.
For example, "begins with".
Enter the value to search for.
For example, "Ford".
If available, select which account or sub-account you want to search in.
You can accept the default "All Accounts".
Only the accounts you have access to are available to choose from.
If you select Open record in a new tab, 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.
Click to see the results.
Click a record in the results list to view or edit that record.

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