General search behavior (for Cumulus Client, Web/CWC, Sites, & Portals)
- Searching with an empty search field finds all files
- Two or more terms entered are combined with AND
- Terms separated with two pipes (||) are combined with OR
- Terms enclosed in double quotation marks ("") are handled as a single phrase search
- Prepending a term with a minus symbol (-) excludes that term
STEP 1: Click on the down arrow icon next to the search bar magnifying glass.
STEP 2: This will open the Find Records window. From there click on the "New Condition" in the top right corner. I've marked it with the red circle in the screenshot below.
STEP 3: To select your search parameters and conditions, click the pulldown menus on the left.
STEP 4: There are a lot of search options. Screenshot:
