Finding Records

You can find a record by choosing criteria from a pick list and entering text. You can open this dialog box by clicking a Find button next to items located on many of the Sage SalesLogix Web Client views and dialog boxes.

To find records

  1. In the Lookup by boxes, select your search conditions from the drop-down lists and type your search criteria.
  2. For example, if you are looking for an account named Abbott Ltd, you would select "Account", "Equal to" and type "ab" in the box.
  3. When you have entered your search requirements, click Search.

The records that match your criteria will display below.

  1. Select the record you were searching for and click OK.

All searches are run on the records you can access. Depending on the options chosen by your administrator, you may also be able to find records based on the group to which it belongs.

 

 

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