Performing Searches in Flamingo

Learn to search for exactly what you want to review, manage and edit within Flamingo. Then save your search for quick and easy future use.

1. Criteria Selection
   • Select the drop-down to choose the criteria.
   • I.e. search information based on customer.
2. Criteria Details
   • After selecting the search criteria (Customer), select the specific details.
   • Depending what you are looking for, there will be a “magnifying glass”, drop-downs or manual entry.
   • Select the option you want to search on.
3. Review Search
   • To verify your search criteria in plain English, view line at the bottom of the search.
4. Adding Additional Criteria
   • Click “+” to add an additional line to further filter your search.
   • To add a new field to search, add an expression using the green “+”.
   • To add a new group of expressions, click the blue “+”.
5. Advanced Searches
   • To add conditions and search for mulitiple values in the same field, you can switch the “and” conjunctive operator to an “or” and add levels and groups of expressions.
6. Executing the Search
   • Click the “Run” option to execute your search.
   • A screen will display the entire results for the search.
7. Saving Searches
   • Select “Action” drop-down to save search for future use.
   • Enter a name to save the search.
8. Saved Searches
   • Saved searches are visible in the “Saved Searches”.
   • Select the drop-down to choose the saved search you want to run.
   • It will populate the criteria, and you just select “Run”.