Organisations search

Search for records

Use Advanced search to find records.

1. To find a record or eForm, enter your search criteria in the fields. To add a line, click the green plus (+) icon.
2. To start the search, press <Enter> on your keyboard, or select the Find button on the toolbar. Records that match your search display automatically in the Results search tab.
3. To open an record from search results, you can either:

•        Select the checkbox to the left of the record and click Open in the toolbar.

•        Click the link in the first column (denoted by blue underlined text).

For more, see: Search

  

Manage records

To manage records, you may be able to perform some or all of the following actions based on what you are viewing, your role, access and permissions:

Action		Find out more
Create a new record	Click the New button on the toolbar	Add a core record
Edit a record	Open the record, edit the details and save	Edit a record
Copy a record to reuse details or create a version	Select the record and click the Copy button on the toolbar	Copy records and versions
Delete one or more records	Select the records and click the Delete button on the toolbar	Delete a record
Export record details	Click the Export button on the toolbar	Export record details
Access reports	Click the Reports button on the toolbar	Reports
Change the layout of columns in this page	Click the Column button on the toolbar	Column management