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Searching for Records


  1. Create : Create a new custom filter that you can use to filter your search Note : You can also click "Create" to the right of the Filter option.
  2. Note : You can also click "Create" to the right of the Filter option.
  3. All "Module Name" : Returns all records in the module (e.g. Accounts) to which you have access
  4. My "Module Name" : Returns only records assigned to you
  5. My Favorites : Returns only records you have marked as favorites
  6. Recently Created : Returns only records you created in the module within the last 7 days
  7. Recently Viewed : Returns only records you have viewed in the module within the last 7 days

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