This guide explains how to find and sort record sets. It is intended for beginning users.
aACE features a number of tools to help you locate the records you need. This overview highlights the available tools and suggests tips for getting the records you want. For step-by-step instructions, follow the links to more specific articles.
Quick Search Bar
The Quick Search bar is located at the top of every list view screen. It provides quick access to the fields most often searched within the module. It also provides functionality for immediately working with the records you find, a link to the advanced search screen, and the ability to clear search criteria with a single click. Read more about using the Quick Search bar.
Advanced Searches and Saved Queries
The advanced search screen gives you access to all the available search fields. It also allows you to write advanced queries and save them for reuse. Read more about advanced search functionality.
Search Operators
Search operators can help you quickly broaden or narrow your desired record set. Read more about using search operators.
Removing Records from a Found Set
You can refine your search results by omitting records one at a time or by using the omit features in quick and advanced search. Read more about removing records from your search results.
Adding Records to a Found Set
You can expand your search results by including additional records with the Quick Search bar or the advanced search screen. Read more about adding records to your search results.
Finding Related Records
Footer links can help you quickly find additional records that are relevant to your current found set. For example, if you are working with a list of company records, you can quickly find all related leads. Read more about using the Related Records links.
Sorting Found Sets
After finding your records, you'll often want to organize them into a more useful presentation. Read more about how you can sort and group records.