Associations Search
Left-hand Navigation: Associations » Search
An Association Search may be run by using many of the fields available on an Associations record to build a report. The search fields are organized under the same tabs and subtabs as they would appear on a record.
- The checkbox of the subtab must be checked and highlighted blue in order to open the available search fields.
- If a field under a subtab is needed in results yet does not need to be limited to the criteria, check the subtab box but do not include any specific fields.
Once the results populate, the +/- Columns may be used to add or remove fields. You may also save default columns, so your results populate with those fields each time.
Saving a Search
- Once the results populate, click "Save" in the top right.
- Name the search and choose to allow others to view and edit.
- The saved search will appear in the left-hand search bar for later use.
Export
The search results can be exported in Word or Excel.