Navigation:  4 User interface > 4.4 Grid features > How do you perform a search to find a record using filters?

 

You can perform search techniques using the grid to find a record. In Total Enterprise CRM, searching is both easy and customisable. You can narrow down your search with the help of the filters in the drop-down menus under every column header. There are a variety of filters to find the exact data that you want.

 

Generally the quickest way to search for a record is to type the first few letters of its name under the desired column's header inside the text box.

 

An example of a typical search is presented at the end.

 

Step 1: Select the appropriate filter

 

 

Click on the icon (labelled 'A') to start your search. This gives you a variety of ways to perform your search. Before you type any search word in the text box, select one of these filters:

 

 

Step 2: Enter the search characters

 

 

Type the characters of the word you are searching for - or the first few letters of that word. Note that the filter is not case-sensitive. You will see the records displayed in that column of the grid.

 

Step 3: Clear the filter for a new search

 

To remove this filter to perform a new search, click on the button shown in the above screen or select the Clear filters option by right-clicking inside the grid, as shown below.

 

 

For example, if you want to search for all email addresses that contain the letters 'au' at the end, follow this procedure: