Searching a work log using the Advanced Search window

Use the Advanced Search option to easily filter contact records or a list item in the Work Log window. You can refine your search by specifying a name, number, date, and date range.

Note

The Advanced Search functionality changes depending on the search type. If you are searching for a call record, the Advance Search options change contextually.

Use the Advanced Search option to perform a comprehensive search for a call record or a group of call records in the Work Log window.

On the action bar, click Work Log.
At the bottom of the Work Log window, click Advanced Search.
In the Advanced Search window, perform the following steps:
1. In the Search field, select an appropriate option.
2. In the View field, select an appropriate option.
3. In the Search field, enter a valid string to search within the selected data field. For example, after setting the search type to Date, enter 10/10/2008 in the field.
  You can use an asterisk (*) as a wildcard for a string. For example, entering the string, j*n, returns all names beginning with a J and ending with an N with one or more characters in between. This could include entries such as John, but also entries such as Joseph Brown.
Click Search.
The system queries the data and displays all the possible contacts that match the criteria in the Advanced Search window.
Perform any of the following steps:
- To call a contact in the list, click Call for the associated contact.
- To sort the call record order, click the corresponding column headings.
- To browse through work logs page sequence, click the forward or backward arrow buttons at the bottom of the Advanced Search window.