RB User Guide > Program Basics > RB Interface > Searching in RB

Lookup panel

Some sub-functions or panes within windows have their own search capability called Lookup. When you click  next to a field in RB9, a Lookup panel appears. Depending on the field, the Lookup panel’s search function is:

• Lookup list

  List of search options related to the field. Default is usually ALL. You can select single or multiple items:

  • Click the Lookup panel’s title box to select all items/clear all checkmarks at once.
  • Click individual list items’ boxes to select/clear them.

• Lookup search filter

  Two-step search function:

  1. Search By

     Select a search option in the drop-down.

  2. Search Criteria

     Depending on the function, you either:
     • Enter text in the field to search for in the database. You must enter at least 3 consecutive characters in a search field. To find all listings, type %%%.
     • Click in the field, then select from the drop-down list. Repeat to select more than one filter to search with. Click X to delete a filter.

     TIP: More search filter info

     For instructions for specific Lookup search filters, see Looking up cases, Looking up contacts, Looking up firms, Looking up locations, and Looking up resources.

  3. Show Active Only

     If this option appears, leave as default Yes to restrict results to active entries only. Or click to select No to show all results that match your search critera.

• View results

  1. Click:
     • OK in lists.
     • in search filters to see entries that match your search criteria. Then click the hyperlinked choice in the results grid to select it.
  2. Back in the Search By pane, click to use the search criteria selected in the Lookup panel.

Reference

• Search By pane
• Results pane

Step-by-step instructions

• Searching in RB
• Looking up cases
• Looking up contacts
• Looking up firms
• Looking up locations
• Looking up resources