How do I get the set of records I want?

aACE features a number of tools that will help you search for and find the records you need. This overview highlights the available tools and discusses tips for getting the records you want. Follow the links provided for step-by-step instructions.

Using the Quick Search bar

The quick search bar is located at the bottom of every list view screen. It provides quick access to the fields most often searched within the module. It also provides access to the advanced search screen. Click here to learn how to use Quick Search.

Using Advanced Search

Use the advanced search screen to access all the available search fields. This screen allows you to write even the most advanced queries and you can even save them for reuse. Click here to learn how to use Advanced Search.

Using Search Operators

Search operators can be used to help you quickly broaden or narrow your desired record set. Click here to learn more.

Omitting Records from a Found Set

You can refine your found set by removing records one at a time, or you can use the omit features in quick search and advanced search. Click here to learn about omitting records.

Adding Records to a Found Set

You can add records to your found set by using quick search or by using advanced search. Click here to learn more.

Finding Related Records

aACE features tools that allow you to quickly find records related to your current found set. For example, if you are working with a list of company records, you can quickly find all related leads. Click here to learn more.

Saving Search Queries

You can save your search queries so you can reuse them. This is especially useful for complex queries. Refer to the advanced search topic for details.

Sorting Found Sets

Records can be sorted and grouped. Click here to learn more

 

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