# Record Lookups

## Getting Started

From the start menu select `Record Management` > `Lookup` to open a new lookup window.\
You can also [minimize and pin this window type](/cad/tutorials/customization/customizing-your-layout.md#7-tab-system) to your taskbar for faster access.

![Sonoran CAD - New Lookup](/files/-Mhg-RYyhvi1nj6vX469)

## Running a Search

The lookup window has tabs at the top to search via name, license plate, unit identifier, record ID, or one of your [custom lookup types](/cad/tutorials/customization/custom-search-types.md).

### Partial vs Exact Lookups

The lookup window allows you to toggle the search to return only exact matches, or partial matches.

#### Example: Partial Search

Running partial lookup on `John Anderson` will return results for `John Anderson` and `John Handerson`.

Running an exact lookup on `John Anderson` will only return results for `John Anderson` as `Handerson` is not an exact last name match.

### Record Type Filters

Click on the filter button just above the results tab to expand the filters section.

Here, you can toggle on/off exactly what record types to search for.

![](/files/-Mhg1E9g3e372-m70KCs)

### Send Lookup to Units

Anyone on the Dispatcher page, or in self-dispatch mode has the option to send the lookup results to other units. Performing this action will have all record results sent to their CAD.

#### Shortcut and Drag-and-Drop

You can click on any active unit and select `Lookup` to open a new lookup window with this unit added, or have it added to any existing lookup windows.

Additionally, units and unit groups can be dragged-and-dropped directly to the lookup window.

![Sonoran CAD - Send Lookup to Unit(s)](/files/-Mhg2ZGYS_NiNdKmk8sE)

#### Manual Search and Selection

Next to the search button, you can click on the `Send to Unit(s)` button to toggle this mode on.

Using the dropdown, you can type to filter active units or select them from the list directly.

![Sonoran CAD - Send Lookup to Unit(s)](/files/-Mhg46KDZ4kIw67i6iYH)

### Copy Record Links

Records can be [linked to other records](/cad/tutorials/customization/creating-custom-record-and-report-types.md#linked-records) via the `Linked Records` custom section, or [added to dispatch call notes](/cad/tutorials/dispatching/creating-a-call.md#note-links).

Press the link icon in the top left to copy the record to your clipboard.

<figure><img src="/files/cy4x86E9Ogu9OMSOZrYS" alt=""><figcaption><p>Sonoran CAD - Copy Record Link</p></figcaption></figure>

### Lookup from Plate Lock

Our [Wraith radar plugin](broken://pages/-M7U3aBbrsfrj1Cmeqmm) allows you to lock your plate reader in-game and have the lookup automatically ran in your CAD.

### Voice Commands

Lookups can also be ran via a search [voice command](/cad/tutorials/other-features/voice-commands.md).

## Record Audit History

<figure><img src="/files/uZgiuoYUbgGDUxuTbC0B" alt=""><figcaption></figcaption></figure>

Select the **History** button when viewing a record to see an audit log of all changes.

### PDF Printing

Any record results returned can be opened and printed to [PDF](/cad/tutorials/records-management/pdf-records.md).


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.sonoransoftware.com/cad/tutorials/records-management/searching-for-records.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
