The Search Criteria section in the lower portion of the initial screen of the Search Definition Dialog box contains the parameters that are most likely to ensure a successful search. A search can be as simple or as complex as you need it to be.
The title bar indicates the type of search you are performing.
The criteria listed are characterized as being the most useful for the current search.
Criteria are defined for each service class.
To specify search criteria and run a search:
In the Search Criteria section, click the drop-down arrow next to the appropriate field and select an operator.
Enter any search criteria you know. Note: When you are looking for records with specific bank information, you must specify search criteria for either the Bank Full Name or Bank Short Name and one other field.
Click Run Search. All records that match the search criteria appear on the results list. If you specified a sort order, all resulting records are listed in that order.
Notes:
An Advanced Search button appears if more search criteria are available than are currently listed on this form. To expand this form to see any additional fields, click Advanced Search.
To clear any existing sort or search criteria, click Clear.
To cancel the search and close the Search Definition dialog box to return to the previous form, click Cancel.
To make it easier to search for specific records, CitiDirect offers a shortcut menu. Position the mouse pointer on any row on a summary form, right-click, and then click Search. The Search Definition Dialog Box appears.
If you receive the following message when attempting to execute a search: "No data was found matching the specified search criteria." Check your spelling and enter your search criteria again, using capital and lowercase letters. Some search criteria may be case-sensitive.
If more than 400 records match the search criteria entered, the following message appears: "The data retrieved has been limited. A maximum of 400 rows will be displayed. To see more data, apply a different search."
Click OK to close the message dialog box. The initial 400 records appear.
If you do not see the records you need, enter more specific search criteria and run the search again.