Search/Custom Listings
🗓️ Times / Location
Monday, Sep 22 | 3:15 - 4:30
Wednesday, Sep 24 | 9:45 - 11:00
👤 Trainer
📄 Class Topics
Custom Listings and Exports: Rows and Columns of Data
Begin with the End in Mind
Desired Columns Point to the Primary Record Type
Desired Rows Dictate the Search Criteria
Using the Record Window to Search
Simple Finds with a Single Criteria
Advanced Finds with Multiple Criteria
Advanced Searches using Related Records
Building your Custom Listing and Export
Using Reports from the Sidebar Button
Using Reports from the Menu Bar
Saving Your Searches
📁 Related Resources
For other resources and related articles over Searches and Custom Lisings, check out Organizational Chart Introductions, Common Features under Using CDM+ Desktop in the CDM+ Help Center.