Search view/View tab

On the View tab, you define the search term and for which data record type you want to search.

• Select the data record type you want to search for in the Search in the drop-down list.

  Data records combine various related information. Each data record can be identified easily by means of a key or name. The Maier address data record contains all information on the customer Maier, including first name, last name, postal address, and so on. The Software introduction product contains a unique number, a price, a description, and so on.

  Data record types are data records of a kind in CAS genesisWorld, for example, addresses, tasks, appointments, documents, and so on.

• Enter the desired Search term.

Activate the "Advanced search" tab

If you activate the Activate the "Advanced search" tab option, the Advanced search tab is displayed when calling the search view. If this option is deactivated, the Search tab is displayed when calling the view.

• Activate the Activate the "Advanced search" tab option to define further filter criteria for your search,

If filter conditions are entered, the corresponding search is executed immediately.

• Creating filters