Tips for keyword searches

If a keyword search returns too many results, you can refine the search.

Use any of the following techniques to refine a keyword search.

• Sort the results of the keyword search by clicking a column heading.

• Enter more specific text in the Search For field. For example, search for "pricelist" instead of just "pri" or "price".

• Search in fewer areas of the record. For example, search only in the Notes tab, History tab, or Activities tab.

• Search within a selected record only.

• Create a lookup of the results of the keyword search and then search within the lookup for different text. For example, you want to find all contacts to whom you sent a price list. You may have used the word "price" in a field, but you cannot remember which field. Perform a keyword search for "price", and then Create a lookup of the results by clicking the Create Lookup button in the Keyword Search dialog box. Then, perform another keyword search; in the Search For field, enter "Customer" and select the Current Lookup option to search only within the current lookup of contacts. To further refine the search, select only the Contact Fields option in the Search In group box.

• Create a lookup using a Lookup command, and then search within the lookup for the keyword. For example, you might create a lookup of all contacts with an ID/Status of Customer, and then use the Keyword Search dialog box to search in the current lookup for "pricelist".