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Common Siebel Search End-User Tasks

Tasks commonly performed in Siebel Search, and Siebel Advanced Search are listed as follows:

• Search using keywords. The user can search using single or multiple keywords. In the case of multiple keywords, a default term separator is inserted between query terms.
• Performing searches with Boolean operators. Boolean operators refer to terms that allow a user to refine a search. These terms are AND, OR, and NEAR. For a list of search term operators including variant forms of Boolean operators, see Search Operators and Connectives for Siebel Search.
• Re-sort results of search and find operations. After obtaining results of a Search or Find, the user may re-sort the results to better locate the desired item.
• Searching using multiple categories with one search. When performing an advanced search, the user may choose from a number of categories listed in the Search drop-down list against which they can search.
• Refining a search. Once a search result has been found, users can further refine their search by selecting new categories, modifying the query term, modifying the operators, or changing filter field values.
• Searching for external documents. Documents outside the Siebel file system can be searched for and retrieved.
• Applying synonym searching using the user-defined thesaurus. The user-defined thesaurus can be applied by placing brackets [] around any term.
• Drilling down on a search result. Search results can be presented in the form of links that allow the user to click the link, and drill down for further information.
• Previewing a search result with the selected record in the main view area. (Search Center only). When the Preview button in the Search Center is invoked, a database record is opened in a pop-up window allowing users to view the record without changing their current application context. External files are opened and presented in their native application.
• Launch a SmartScript from the Search Center. Employees and customers can retrieve SmartScripts as search results and launch them from the Search Center.
• Setting the Customer Dashboard. Employees can update the open dashboard with the selected search result. (Search Center only)

For information on administering listed search settings, see Administration of Siebel Search.