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Views

Searching for Records

Locating records in eSalesTrack is quick and easy thanks to a few tools we have put in the views. When you open a view you will notice that only 10 records show up, this is so you can pull up your information faster. eSalesTrack has a search feature that you can use to find records that are not in the first 10 line in a view.

To locate a record in eSalesTrack:

1. Open the module where the record is located.

2. Open the view where the record is located. If you are not sure which view the record is in or not sure if the record is in any of the views you may want to create a view that shows all records.

3. Every column in a view has a built in search feature that allows to search for values in that column.

4. Click the magnifying glass next to a column to open the search box for that column.

5. Type in some content that correspends to the record that you are looking for. When you click out of the search box you should see the list of records consolidate to only records that contain the content in that field.

6. If you see the record that you are looking for you can now click on it to open it. If the record you are looking for is still not on the screen you can filter by another column. You can use as many column search boxes as you need to consolidate the list of records.

See also