Advanced entity search options

Using Advanced Search, you can search for entities using one or more of the following search fields:

  • Common fields – searches the following record fields: Name, Organisation, Department, Street, Zip/Postal code, State/Province, Phone1, Phone2, City, and Country

  • Name

  • Type

- Contact Info -

  • Country

  • City

  • Contact person

 

 Dates-

  • Created

  • Modified

  • Registered

- Relative to Selection -

  • Selected Entities - restrict search to previously selected entities.

  • Entities for Selected Documents - search for entities based on document selection set.

  • Entities for Selected People - search for entities based on person selection set.

 

Search fields and their corresponding options:

Search criteria

Condition

Search term

Created

Modified

Registered

Before

After

On

Not before

Not after

 

Input the date of your search using the  button

 

  • Tip: The difference between Before and Not after, and between After and Not before, is whether the date itself is included. For example, searching on records created After 1 January 2000 will only find records from 2 January onwards.

Type

Country

Is

Is not

Choose your search term from a pull-down list

 

Common fields

Name

City

Contact Person

Contains

Equals

Begins with

Does not contain

Enter a free-text search term

  • Tip: Contains and Begins with are useful if you are unsure how to spell a search term.