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Lovely! I overlooked the Hierarchy = Yes setting and that does give me exactly what I needed. Thank you, @Mark Carrington !​ ------------------------------ Allison Briden Business Systems Analyst Energy ...

@Gretchen Garcia   I'll see if I can find a good post explaining the search.  when using the search within and entity - or the quick find - think of it this way... ​If you are looking for an account with ...

@Jill Vazquez Do you happen to have a link explaining that? So do you mean that if the record begins with that word somehow, then it finds it, but not if it's in the body of the record in other ways? ...