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

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.