Search records

You can perform a quick find to search across fields in a layout. Or, you can perform a more complex find in Find mode.

You can create a new find request to specify data you want to find. You can also specify data you want to omit. For example, you can find all invoices except those created in the past 30 days.

Perform a quick find

1. Tap .

2. iPad: Tap Quick Find .

3. Type one or more words in the search box, then tap Search.

Find records that match criteria

1. Tap .

2. Tap Create New Find .

3. In the find request, enter the criteria to search for in a field. For example, to find records where the City is New York, tap the City field and type New York.

   See below for find operators that you can use to specify criteria.

4. (optional) To perform an AND search, type additional criteria in other fields in the same find request. For example, you can perform a search where the City field is New York and the Last Name field is Smith.

5. (optional) To perform an OR search, add a new find request:

   • iPhone: Tap , then tap New Find Request

   • iPad: Tap

6. Specify additional criteria. For example, you can perform a search where the City field is New York OR Paris.

7. Tap Go on the keyboard or Search in the upper-right corner of the window.

Find records except those matching criteria

1. Tap .

2. Tap Create New Find .

3. Tap , then tap Omit Matching.

   The number in the magnifying glass icon indicates the number of find requests.

4. Enter the criteria to omit in a field, then tap Go on the keyboard or Search in the upper-right corner of the window.

For information on advanced search options, see Modify a search.

View search results

After a search, swipe with two fingers or tap the arrows to scroll through the records.

• To see all records, tap , then tap Show All .

• To see hidden (omitted) records, tap , then tap Show Omitted .

• To switch between viewing the omitted records and the found set of records, tap , then tap .

Notes 

• To navigate between find requests, tap the next and previous arrows at the bottom of the screen in Find mode.

• To delete a find request, tap at the bottom of the screen in Find mode, then tap Delete Find Request .