Quantum VS Help: Finder

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Searching For A Specific Record In The Finder

If you have made a selected document/record type active in the Finder and been unable to locate a specific record by browsing through pages of records, you may use the Finder Toolbar's search features to locate the record. To do this:

 

1.      Type an appropriate search term into the Search field on the Finder Toolbar:

 

Intro_SearchString.gif

 

Note: The search term you enter should relate to the Search option in use for the select document/record type. For example, if the Search option is Short Name then enter all or part of the Short Name. To view/alter the Search Sequence see Changing The Search Sequence.

 

You may click the down arrow within the Search field to view and select a recent search.

 

2.      Click the Search (magnifying glass) icon  Gen_FinderSearchIcon.gif on the Finder toolbar.

 

The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.

 

To Make The Finder Display All Records Again

To make the Finder display all records again: delete the text from the Search field and click the Search (magnifying glass) icon.

No Matching Customers/Suppliers/Products

If you perform a search for a customer, supplier or product, the No Matching Customers (or No Matching Suppliers, or No Matching Products) window displays if no match is found for the search term you enter. For example:

 

Sales_SONoMatchCust.gif

 

To find a match, select one of the alternative options from the menu then click Search Again.

 

What Next?

Note: Rather than using your mouse, it is possible to use your keyboard to activate the required record type in the Finder, browse records in the Finder, then open the record in a new tab or add it to an open document. See Using Keyboard Shortcuts With The Finder.

 

NEXT: Using Keyboard Shortcuts With The Finder