Users can create ad hoc searches to locate information within an object by defining search filters and the results display
- A Custom Search can be performed from the list pages for most objects.
- Custom Searches can be saved for future use.
|From a List Page click on Custom Search on the sidebar.|
|Add or rearrange fields using the Action Buttons on the right-hand side of the screen. Add additional fields using the Add Criteria Button. Select the desired criteria and click Search.|
|Searches can be saved by clicking on the Save Search button on the list page and the saved search will be shown on the sidebar.|