RB User Guide > Program Basics > RB Interface

Searching in RB

You search RB9’s database through the Search By pane in general function windows or a Search By field in a Lookup panel.

Both work similarly:

1. Set search parameters

   Use the filters or checklist to enter your search parameters.

   • Search By panes have multiple filters to narrow a search.
   • Lookup panels have only one filter, the Search By field, or they have a checklist of options.

2. Get results

   Click . RB9 displays any information in its database that meets your search criteria in a Results pane.

   Click the hyperlinked text of your desired result to select it.

   

TIP: Clear all search filters at once

If you want to make a different search in the same function, click next to Search By in the Search By pane and select Clear All. All the search fields will clear or revert to the default.

Reference

• Search By pane
• Lookup panel
• Results pane

Step-by-step instructions

• Searching cases
• Looking up cases
• Searching jobs
• Searching firms
• Looking up firms
• Searching contacts
• Looking up contacts
• Searching resources
• Looking up resources
• Searching locations
• Looking up locations