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Find the data you need with a quick search!

Searchable Fields

Tip

When you click into the Search text box, a bubble will appear telling you if any fields are not searchable within the List View.

Search Wildcards

Info

How to use search wildcards

  • Use an asterisk (*) to find items that match zero or more characters at the middle or end of your search.

  • Use a question mark (?) to find items that match only one character at the middle or end of your search.

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If you are unable to Edit the field from the record, this field is restricted in some way and your access may need to be updated.

Customize Team List Views

Do you need your team to all see the same List Views? Submit a request and let us know! We are happy to customize shared List Views to your team’s needs.

Resources