Searching user-defined fields works differently than searching for information found in the description of an item.
Information in text type user-defined fields can be found using an exact match search or a wildcard search, using the percent sign (%). Capitalization is not important. Therefore, when searching in text user-defined fields, you must do the following:
Enter the exact word or phrase you are looking for (case insensitive); or
Enter a word or phrase with a percent sign before and/or after (wildcard search).
For example, consider a text user-defined field that
contains the text “corporate
account record”.
If you enter “corporate
account”,
Versatile does not return this item in search results because the search
criteria contains no wildcard and does not exactly match the value of
the user-defined field. Enter any of the following criteria to
find the item:
corporate account% (trailing wildcard)
%record (leading wildcard)
corporate account record (exact match)
When searching memo user-defined fields, follow the syntax rules for the method of search you use. The syntax is different depending on the type of database you use (see Full-Text Searching with Oracle or Full-Text Searching with MS SQL).
When searching numeric user-defined fields, enter the exact number you are looking for, or use the arrow keys to select the number.
When searching check box user-defined fields, check the box to find items for which that field is selected.
When searching custom list user-defined fields, select a value from the drop-down list. Customs lists and list values are defined in Setup in Versatile Enterprise.
When searching text drop-down fields, select an item from the list to find items with that value selected.