Link search

This function is only available in the Premium Edition.

Use the link search if you want to search for data records by their links.

First, you select a data record type and enter filter criteria for certain data records. Then you indicate which links you want to include in your search. The displayed data records are returned as results of the filter search and are linked to the data records selected for the search.

Step 1

Define filter criteria in order to find certain data records.

• Select a data record type from the first drop-down list.

Now enter a filter condition.

• Creating filters

• If you define settings in the Search options window, those settings only refer to data records which are searched with filter settings. This setting does not reference links.

Step 2

Now you define the linked data records you want to include in the search. The number of data records specified in Step 1 is thus reduced. Only those data records are found which are linked to the data records indicated in Step 2.

• Select a data record type and define whether or not data records are to be linked to this type.
• Enter the filter criteria to define the selection of linked data records.
• You can define that data records of all or only certain users are included in the search.
• You can furthermore include all or only certain link types.

Step 3

If you have made the settings described in Step 1 and Step 2, you include linked data record types in your search.

• Click the Add further condition button.
• In step 3, you expand your search by clicking the AND option.

You can search for data records (Step 1) which are linked/not linked with certain other data records (Step 2).

and

which are further linked/not linked with data records of a different data record type (Step 3).

• By clicking the OR option, you search

for data records (Step 1) which are either linked or not linked with certain other data records (Step 2)

or

which are linked/not linked with certain data records of another data record type (Step 3).

The and/or setting is only of relevance if you want to include more than one data record type in your search.

Example: You have entered filter criteria for addresses. For the link search, you have selected appointments and opportunities.

and: If this option is activated, data records selected in Step 1 must have several links, i.e. at least one link for each search criteria window you have activated with AND.

This means for the example that addresses must be linked with appointments and also with opportunities.

or: If this option is activated, the data records you search for with the Search filter settings must be linked with one of the data records you want to include in the link search.

In this example, it means that addresses must either be linked with appointments or with opportunities or with both.

With the Add further conditions button, you can add more link search criteria. These search criteria are included in the search as described in Step 3.

Example: You want to search for addresses of certain opportunities and tasks in process.

You search for all companies from the post code area 7 which have assigned an opportunity with product items and which have tasks still in process.

Step 1

• In the drop-down list select Search in the Addresses data record type.
• Open the filter dialog: select Postcode in the Table field and select starts with in the condition field. Enter 7 as the filter value.
• To define the second condition, select is company in the Table field and select equals in the condition field. Activate the filter value checkbox.

Step 2

• Select the Opportunities data record type in the drop-down list, and the are linked with option.
• Define a filter: Select line item in the Table field and select greater or equal in the condition field. Enter 1 as filter value.

Step 3

• As you also want to link tasks, the AND option must be activated.
• Select the task data record type and the are linked with option.
• Define a filter: Select % Complete for the Table field and then select less than in the Condition field and, enter 100 as the filter value.