Starting a Custom Search

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Custom Searches allows you to narrow and conditionalize your search using search queries. You can also preview your query, save and load your search queries, open and route requests, route requests using email routing, and export results to an Excel spreadsheet or other types of documents. To use custom searching, click the Custom Request Search arrow to the right of each search box. 

  1. To open custom searching, click on the small arrow under the Search button and select Custom Request Search.
  2. Add conditions, filters, and groups to create a search query.
  3. To see the SQL syntax of the query, click Preview.
  4. Click Search to run the custom search and view results in the grid below.

For a more in-depth explanation on creating custom search queries, see Custom Searching.



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