Siebel Search Administration Guide > The User Experience >

Common End-User Tasks

Tasks commonly performed in Siebel Search are listed below. For information on administering listed search settings see Administration of Siebel Search.

• Search using keywords. The user can search against 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 which 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.
• Searching on multiple categories with one search. When performing an advanced search, the user may choose from a number of categories listed in the 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.
• Changing the search settings used during a search. Searches can be constantly refined and changed.
• Searching for external documents. Documents outside the Siebel file system can be searched upon and retrieved.
• Applying synonym searching using the user-defined thesaurus. The user-defined thesaurus can be applied by placing brackets ([]) around any term.
• Drilling into a search result. Search results can be presented in the form of links which 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.

• Attaching a search result to a selected record in the Search Center window (Search Center only).

  Invoking the Attach feature allows a user to attach database records to the selected parent record in the Search Center window.

• Launch a SmartScript from the Search Center.
• Setting the Customer Dashboard. Employees can set the values in the selected search result into the open dashboard. (Search Center only).