- Create a dynamic query [The Financial Edge \ education software]
- To search the entire database, do not use any filters on the Criteria tab of the query. To search through a specific group of records, use the appropriate filters.
- On the Output tab of the query, select the field(s) to include in the search results.
- On the Sort tab of the query, select the field(s) to sort by.
- Click Save and Close to save and close the query.
- Click Records on the navigation bar.
- Click the appropriate record type to search for.
- Click Open a [record type]
- Click the binoculars button next to the Search using query field.
- Search for and select the query created in step 1. The query name now appears in the Search using query field.
- Click Find Now to begin the search
- To restore the default search query, click Reset Default Query.
Note: Including a one-to-many field, such as phone number, may cause records to duplicate in the search results.
