List View
Each time you enter a module, the first screen you see is the List View.
You will also see it referred to as something like "View Opportunities (or any Module name).
In the List View screen for any Module, you can:
- Search for records you want to view, change or delete
- Perform an advanced search and SAVE it to use later
- Create a new record for that Module
Layout
The List View is divided into two sections:
- "Search" on the top part of the screen (depends on how many search fields)
- "List" on the bottom part of the screen.
Search Area
The search area of each Module contains:
- A title - Search < Module Name >
- The always present blue "Create" button if you want to add a new record to the Module
- A set of search criteria fields
- Blue "Search" and "Clear" buttons to start search / clear your criteria
- A blue link called "Advanced Search"
Below is a how the search area of a List View typically appears.
![](https://media.screensteps.com/image_assets/assets/000/271/031/original/247278a1-98f9-47ee-98bc-7281513c069d.png)
Start Search/Clear Criteria
Once you have entered your criteria, click the blue "Search" button to start searching.
To clear your criteria, click the blue "Clear" button and enter new criteria
HINT You can also start your search by pressing <ENTER> in most of the search criteria fields.
![](https://media.screensteps.com/image_assets/assets/000/270/975/original/5b0b0b91-10ca-474d-832e-d4829226f155.png)
Wildcard
To help you refine your search you can use the wild card character percent (%) in criteria fields where you type the input.
See the examples below showing how to use this very handy feature
![](https://media.screensteps.com/image_assets/assets/000/271/091/original/5f6afc96-2e62-4dda-acac-74b2b55b93e8.png)
Checkbox criteria
![](https://media.screensteps.com/image_assets/assets/000/271/099/original/57e59f44-eefa-4ef5-8b4f-b6ed276a4e78.png)
Single Select Option
You may see one of these in a search area.
![](https://media.screensteps.com/image_assets/assets/000/271/094/original/346dd79f-4b8a-4896-86de-30eeeeb36456.png)
Multiple Select Options
A multiple select list of options looks different from a single select as you can see here.
Date Criteria
For how to use the Date Picker,
![](https://media.screensteps.com/image_assets/assets/000/271/178/original/e55136f8-c6fc-4d00-9443-a9b323e2e0e3.png)
![](https://media.screensteps.com/image_assets/assets/000/271/190/original/71cb9e4c-035c-4594-9ce3-80638247630c.png)
Lookup/Look Ahead Criteria
![](https://media.screensteps.com/image_assets/assets/000/271/038/original/95c69abb-9abf-4fd2-987d-667553e5f9d5.png)
List Area
Below the search area is the List area
Paging
![](https://media.screensteps.com/image_assets/assets/000/271/188/original/739e6912-627e-4a86-b582-d5d3effd8f4c.png)
Selecting records
![](https://media.screensteps.com/image_assets/assets/000/271/181/original/fa020587-2504-404a-a96d-b87c6a693892.png)
Actions on Selected row(s)
![](https://media.screensteps.com/image_assets/assets/000/271/186/original/3a8e0888-498d-4659-9f57-b57fe6bd8217.png)