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Helpful Tips

For controls that look like the following:

To select multiple items, hold down the CTRL key on your keyboard and select the item(s) on which you would like to search.

To deselect this search criterion, hold down the CTRL key on your keyboard and select the item(s) that you would like to deselect by removing the highlighting from each item that was previously selected.

Note: If no specific criterion is selected in these fields, then the search will include both items.

For controls that look like the following:

  • If no specific criteria are entered in these fields, the search will include all items.
  • To narrow your search criteria for these fields, first select the method you would like to use to specify your criteria using the drop-down arrow:
  • Any allows you to search for all items and is the default selection.
  • Begins With allows you to enter the first few numbers and/or letters of the item(s) on which you want to search.
  • Contains allows you to enter a string of numbers and/or letters and search for all items that contain that string.
  • Ends With allows you to enter the last few number and/or letters of the item(s) on which you want to search.
  • Equals allows you to enter the exact item for which you want to search; you can also use “equals” to enter multiple accounts so that it works as an “is in” option.

Note: You are only able to use one search method per field (for example, you cannot select both “Begins With” and “Equals”).

  • For all selections other than Any, type in the item you want to search for in the box below the drop-down menu, select the Add hyperlink to add that item to your search list. Note: You must select the Add hyperlink in order for your search to execute properly. If you do not, you will receive an error message.
  • To delete an item from the search list, select that item in your search list box to highlight and select the Delete hyperlink.