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Basic searches for name, address or user defined field can be accomplished throughout the software by choosing Basic from the Find menu. You get this dialog window:

You use this window by:

• entering the text string you want to locate
• turning on Include Fuzzy and Phonetic Matches and set the slider control if you want to find records similar, but not identical to your search string (this option available with first name, last name, company and address searches only)
• choosing the field or field you want to search from the "Search In:" popup, shown below:

• choosing a comparison method from the "Comparison:" popup, shown below:

• The radio buttons for Normal, Search in Selection and Add To List control the scope of the search, and what happens to records already in the list. These options appear in most queries in FUNDimensions:

  • Normal. This searches all the records and returns the records matching the search criteria in the list view.
  • Search in Selection. This limits the records searched to those already in the list. This is used to build one search on the results of another.
  • Add To List. Instead of replacing the records in the list with those returned by the search, this option merges the sets together.

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