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Search

Search for items by name, address, or associated entity in the toolbar.

1. In Search, enter the item to search for and press Enter.

2. Select a result to open that item.

Advanced search

Find items with additional criteria. Enter the Region, State, Market, City, Country, and Postal Code to include in the search and modules such as Sites, Projects, Facilities, Locations, Parcels, Contracts, Portfolios, Capital Programs, and Capital Projects. The advanced search searches these fields in the modules you select:

• Name

• Store Number

• Street Name

• City

• Postal Code

By default, the advanced search is case-insensitive and returns results that contain the information you enter. However, your administrator may have requested to change this to word matching. The search does not include operators such as AND, OR, or NOT.

1. Select Tools > Advanced Search, or select Search with the search box empty.

2. In Enter text to search:..., enter the text to search for.

   The Name, Store Number, Street Name, City, and Postal Code fields are searched.

3. Select the modules to search.

4. Select the Region, State, Market, City, Country, Postal Code, and Portfolio / Program to search.

   In Portfolio / Program, press and hold CTRL to select multiple items.

5. Select Search.

   Select a result to open that item.

Search tables

Use the Search in the upper-right corner of a table to quickly find a specific item.