Find a Record

1.	Click the appropriate Find button or the ellipsis next to a field to bring up the corresponding [Find] window.

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2.	If there is more than one tab in the Find window, click on the appropriate tab.

There may be some checkboxes located in the upper right portion of the window, e.g. Include Status, Include Lock Level, Classification, etc. Check those boxes to include records of that type or categorization in your search results. To search under all records, you can check all boxes or do not check any of the checkboxes.

4.	At the top of the selection grid, click on the Heading under which you want to search (Name, Event Name, Category, Item, etc.). The red arrow will appear in that column header.

5.	Scroll to the right to see other headings that may be out of view. Remember that you can rearrange selection grids using the instructions under Selection Grids above.

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6.	Type your search term in the Search field.

7.	Matching entries, i.e. all records that contain the combination of letters you entered in the Search For field, will appear in the selection grid below.

8.	In the example above, you see that a search for “ca” in the first name of attendees brought up the records “Caroline”, “Catalina” and “Rebecca”, all of which contain “ca” in the spelling.

9.	To scroll through a list of all records, check the View All checkbox. To more easily find a record, you can re-sort and re-arrange the records in the selection grid by following the instructions above in Selection Grids and Sort Lists.

10.	In the selection grid, click to highlight the record you want to view or use and click OK. The record will be displayed in the screen or highlighted in the selection grid.