Search Records

You can perform a quick find to search across fields in a layout. Or, you can perform a more complex find in Find mode.

You can create a new find request to specify data you want to find. You can also specify data you want to omit. For example, you can find all invoices except those created in the past 30 days.

Perform a quick find

  1. Tap Find icon.
  2. iPad: Tap Quick Find Quick Find icon.
  3. Type one or more words in the search box, then tap Search.

Find records that match criteria

  1. Tap Find icon.
  2. Tap Create New Find Create new find icon.
  3. In the find request, enter the criteria you want to search for in a field. For example, to find records where the City is New York, tap the City field and type New York.

    See below for find operators that you can use to specify criteria.

  4. (optional) To perform an AND search, type additional criteria in other fields in the same find request. For example, you can perform a search where the City field is New York and the Last Name field is Smith.
  5. (optional) To perform an OR search, add a new find request:
    • iPhone: Tap Edit find request icon , then tap New Find Request New find request icon.
    • iPad: Tap Add new find request icon.
  6. Specify additional criteria. For example, you can perform a search where the City field is New York OR Paris.

  7. Tap Go on the keyboard or Search in the upper-right corner of the window.

Find records except those matching criteria

  1. Tap Find icon.
  2. Tap Create New Find Create new find icon.
  3. Tap Find request icon, then tap Omit Matching.
  4. Enter the criteria you want to omit in a field, then tap Go on the keyboard or Search in the upper-right corner of the window.

For information on advanced search options, see Modify a Search.

View search results

After a search, swipe with two fingers or tap the arrows to scroll through the records.

Notes

Find operators

You can use the following operators in Find mode. The only operator supported by quick find is double quotation marks (" ").

Operator Description
= match whole word (or match empty)
== match entire field
! find duplicate values
< less than
<= less than or equal to
> greater than
>= greater than or equal to
... range
// today's date
? invalid date or time
@ any one character
# any one digit
* zero or more characters
\ escape next character
"" match phrase (from word start)
*"" match phrase (from anywhere)
~ relaxed search (Japanese only)