Searching for Records

The SAP modules provide various ways in which you can search records. Error-tolerant searches allow you to find customers, vendors, prospects, or business partners, even if you don't have all their information or the information is incomplete or partly wrong.

  1. When searching for customers, vendors, prospects, or business partners, the error-tolerant search feature allows you to use "Rough" or "Fuzzy" search logic to locate records.
    Note: Fuzzy logic does not work for some fields.


  2. Enter any information in any of the fields to perform the error-tolerant search. In this particular case, the information "Pitney Bowes Business Insight" was entered in the name field.


  3. Execute the search to display the Results pop-up with a list of possible matches.


  4. Select from the given list and click on Open Selected Record, or simply click on Cancel to cancel the search.