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Use the Find function

Applies to User Roles: All roles

To perform a find on data in tables, double-click the first item in the table. (If you are using the web client, you only need to click once.)

To perform a find in other locations, follow these steps:

  1. Insert the cursor in a field where you want to view the related Service Manager records. You can enter partial data in a field to narrow the search.
  2. Perform one of the following actions:
    • Click the Find icon at the end of the field.
    • Press F8.

Service Manager displays a record that contains information related to that field. If no records are found or the selected field is not linked to the Find function, Service Manager generates an error message.

To exit the related record, click Cancel.

Note Find does not insert the information from the related record. Use the Fill function to enter data automatically.

Related topics

Editing records
Fields
Fill function
Find function
Use the Fill functionality