To complete this procedure, Full-Text Search must be enabled for your database. |
You can search for entries that have files matching the search criteria you specify. You can search for Contact List entries, Accounts, or Client Service cases by document.
Your search criteria can specify text in the body of files. Full-text search works for the following types of files: .DOC, .XLS, .PPT, .TXT, .HTM, .RTF, .XML, and .PDF.
- In the Contact List, Accounts, or Client Service page, select Search Files.
- Specify your search criteria.
- To search for entries with files that have a specific name, type the beginning of the name of the document in the Name of file field.
The search looks for document names that begin with the characters entered.
- To search for entries with files of a specific category, select the category from the Category drop-down list.
- To search for entries with files created by a specific user, select the user’s name from the Creator drop-down list.
- To search for entries with files that were created within a specific date range, enter the date range in the From and Until fields. Or, select Search all dates.
- To search for entries with files that exceed a given file size, enter the minimum number of kilobytes in the Files larger than field.
- To search for a specific type of Contact List entry, select the type(s) to search for in the Find Matching area.
- In the Modify current entries list area, select one of the options.
- Add search results to list displays the entries that match your search criteria, without removing any currently displayed entries from the list.
- Narrow list searches only selected entries (or all currently displayed entries if none are selected), and removes any entries that do not match your search criteria.
- Replace list with search results removes all entries currently displayed in the list and replaces them with entries that match your search criteria.
- Click OK to run the search.