Search for Loans
You can search for loans on the Pipeline using a simple search (entering search criteria in one or more fields above each column), or an advanced search (creating your own search criteria). Both options allow you to save the search criteria for future use.
The filtering criteria you define are displayed above the Pipeline. To clear the filter, click the Clear button.
Perform a simple searchThere are four types of fields in which you can define search criteria.
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Blank fields: Type all or part of a search term (text or numerals), and then press Enter.
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Operator fields: Select an operator such as >(greater than), enter a number, and then press Enter.
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Date fields: Select an operator, enter or select a date, and then press Enter.
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Predefined fields: Select a value from the dropdown list (such as a milestone name), and then press Enter.
Use the Advanced Search option to create your own search criteria.
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Click the Advanced Search button.
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Click the New icon.
The New icon inserts a filter at the bottom of the list of filters. To insert a filter above an existing filter, select a filter, click Insert, and then define the new filter as described below.
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On the Add/Edit Search Filter window, click the Find icon.
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On the Select Field window, double-click to select a field from the list.
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Or, type one or more characters and click Find. The first occurrence of the characters in any column is found.
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Select an Operator, enter (or select) a Value, and then click OK.
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The Operator and Value define how the field will be used to search for loans. For example: Field ID= 1109 (Loan Amount), Operator = Greater than, Value = 250000.
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Repeat steps 1 through 5 to add more filters.
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You can use parentheses to control the order in which multiple filters are evaluated. Click Parentheses, select the filters to group, click the New icon, and then click OK.
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Click Apply.
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To switch the qualifier (Joint) between multiple filters, click AND/OR.
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To view filters in a statement format, click View Filter.
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To edit a filter, click the Edit icon
, make required changes, and then click OK. -
To delete a selected filter, click the Delete icon
, and then click Yes in response to the confirmation message.
After specifying and applying search criteria, you can save a Simple Search or Advanced Search for future use.
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Click the Save icon.
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Select Save as.
The Update the current view option is available only for custom Pipeline Views. You cannot save or update a standard Pipeline View.
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Type the name of the view.
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To set this view to be displayed when you log in and view the Pipeline, select Set as my default view.
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Click Save.
The view is added to the Pipeline View dropdown list. Select this view at any time to apply the search criteria to your Pipeline.