Do a Standard Search

  1. Select Search > All Entities.

  2. Enter your search words in the field provided.

  3. Select one of these options in the drop-down:

    • Use Keyword to only return entities that match your search word or phrase exactly.

    • Use Soundex to return exact matches and words that sound like your search words.

      For example, if you enter Herison, your results could include Harrison, Harrisan, and Harrisen.

    • Use Stemming to return exact matches and words with the same root as the specified search word.

      For example, if you enter the word hotel, the words hotels and hotelier could be returned.

  4. To return entities that include any of your search words in their description, select the Any words checkbox.

  5. To see deleted entities in your search results, select the Show deleted checkbox.

    This checkbox is available if you have the Can see deleted records permission.

    See the Admin section for details.

  6. Select the Expand section icon beside Additional Criteria to access more search options:

  7. To specify how to deal with fictitious entities, expand the Fictitious dropdown > Select one of these options:

    • Include to return real and fictitious entities.

    • Exclude to exclude fictitious entities from the search result.

    • Show ONLY to only return fictitious entities.

      A fictitious entity seems to exist in the real world but it doesn't really.

      For example, a person might give an address that doesn't exist.

      You can record that address as fictitious.

  8. To select the types of entities you want to find, double-click or use the Selection arrows.

  9. Select Search.

  10. To see more details about a search result, select or double-click it in the Results area.