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Search

The Search page sets the default search values for each Search screen within the application. For each Search screen option, set whether the Basic or Advanced search mode is loaded, and indicate the fields that are displayed on the returned data from the Search results.

Note: The search results data is sorted by the first field in the list.

The options set up on the System Preferences section are the defaults for all users. Individual users can customize the display by opening this Search screen in the My Preferences section, and making the changes here.

Click on the folder to the left of the Search Screen name to open the record. As each record is completed, click on the Save button to save these settings.

The following tabs are available in the Search Screen:

Columns

Determines which columns of information to display in the results set of the Search screen. Also determines the order the columns are displayed and the default sort.

Mode

Determines whether to automatically load the Basic or the Advanced search mode for each screen.

Note: The alternate search mode is available when searching for a record by clicking on the Advanced or Basic action button in the left pane.

Action Buttons

The following Action is available in the left pane:

Reset