How do I search for records with a user defined check box?

Problem: User defined check boxes ("logical fields") do not appear as options in the advanced find window. How do you find records with this field checked or not checked?

 User defined fields have custom labels, so first you will need to determine which field number you are looking for.

To identify a field number:

1. Open a person or company record.

2. Click the User-Defined Fields tab.

3. Note the field that you will be searching for. The user defined check boxes are numbered vertically in pairs.
   
   

In the above example, searching for "Met in Person" would be user defined logical field 2. You can now search for records based on this field by using the Advanced Filters.

To search for a user defined field:

1. Click Search> People/Companies > Advanced Find.
   
   

2. From the Advanced Search window, click Clear.
   
   

3. Click the Advanced Filters tab.

4. From the Click Table column, click Company or People.

5. From the Click Field column, click user#_logical, where # is the field number you are looking for. For example, to choose the second user defined checkbox you would select user2_logical.

6. Click the = option from the Set Operator column.

7. Under Enter Criteria enter 0 to find records with the box unchecked or 1 to find records with the box checked.

8. Click Add and the criteria will move to the Search Filters Applied list at the bottom of the window.
   
   

9. Click Search.