An Advanced Find is used to query the database to retrieve information. It can be a simple search or a more complex search with more narrow results. Advanced Finds can use one or many tables for search criteria.
You can open an advanced find from your home screen by selecting Advanced Find in the ribbon Toolbar.
An example of a simple search: Contacts with email addresses that contain .edu
The Look For field shows the field the system will use to start the search. Different field allow you to search different criteria, so if you aren't finding the option you need you can try changing this field for other options.
If you need more data to appear in your search results you can select Edit Columns and a popup screen will appear.
Select Add Columns and another pop up will appear that allows you to select fields to pull from for your search results.
You can change which fields are available in the column selections by changing the Record Type to a different entity to get more fields.
To share your saved advanced find with others, open your Saved Views and click Share in the top ribbon tool bar.
If you are skipping to this step or coming back to it after creating your find, you can only access Saved Views under the Look For where it was created. So for example if you want to share a saved view that you created using the Look For = Contacts (see the example pictured above), you need to first set that as your look for in the advanced find before clicking Saved Views. A find you created for Order records will not appear under your saved views for Contacts. If you are sharing multiple advanced find you may have switch the look for multiple times and share each view on its own.
Now you can select with whom you want to share the View.
Once you have selected with whom the View will be shared, you can also decide what permissions they have in relation to that View.
Users will let you select individuals, so you can share with only a couple people if you wish. You can also change the look for Teams and select groups.
- Read - gives others permission to see and use the advanced find.
- Write - gives others permission to edit the advanced find.
- Delete - gives others permission to delete the advanced find.
- Append - Not available
- Assign - gives others permission to assign the advanced find to someone.
- Share - gives others the permission to share the advanced find.
If you selected a user or team and change your mind you can select them and click Remove Item.
If you want to give all permissions to people (rather than clicking each box) You can select the users and/or teams you want to share all with and the select Toggle All Permissions of Selected Items. (At that point then you can still click the individual boxes to remove permissions for a user if you don't actually want them to have all).
If you really aren't happy with what you've done you can RESET and start over.
Once you have the people and permissions set correctly you can SHARE.
Other users should now be able to see you find in their views list.
To see views click on the arrow beside the title of the view.
