This chapter covers the following topics:
The Universal Search window provides flexible searching capability. Searches are categorized by type of information, such as leads or opportunities. Within each category you find predefined criteria in the quick searches. The expanded searches provide a wide range of parameters you can use for a more customized search. You can save the results of your search as a list or you can save your query for reuse.
You can search information displayed in dynamic tables by right clicking in the table and making a selection from a pop-up menu.
Some search results are affected by multi-operating unit access. For example, you can view lists of all quotes and orders, but can only access details about the quotes and orders that belong to operating units to which you have access. Also, for collateral, you can view lists of only the items that belong to the operating units to which you have access.
You can use the Universal Search window for:
Searches using the Quick Search tab of the Universal Search are optimized for retrieval of basic information. Select a search criterion for one of the available queries, fill in the criteria for all the fields, and click Search. You can perform a quick search on an organization, party relationship, person, customer key, lead, opportunity, event, source code, collateral, and quote. The searches range from a last and first name search to a search by different product interests. Some examples of quick searches you can perform:
Search for a person by name (first or last) or e-mail address
Search for a source code by product category or program
Search for collateral by name or type
Search for a quote by operating unit
By default, the results of this search is a list of all quotes for the operating units to which you have access. This search can be refined to specific operating units by choosing an operating unit from the LOV and including it as search criteria. Purchase items for quotes are displayed by operating unit as well.
Steps
Launch the Universal Search window from the Navigator, or by clicking Find in the toolbar. This is the flashlight icon.
From the Find drop-down list, select the type of information you want to search for.
In the Quick Search tab, select the radio button corresponding to the query you want to use.
Enter search terms.
Note: Limit the use of the percent sign to customer-related fields. These include First Name, Last Name, and Organization Name. You can use the percent sign to represent unknown characters in a search term.
If you are searching for a party relationship, organization or person and you want to include inactive records in the search, then select the Include Inactive check box.
Click Search.
The window displays the results of your search as a dynamic table on the same tab where you entered your search criteria. You can sort the results by any column.
If you want to view all of the publicly accessible notes associated with an item or create new notes, then click View Notes in the search results.
Select the item in the table and open the relative window in one of the following ways:
If you want to view this item in a separate window, select the Multiple Windows check box.
If you want to see the information in the At A Glance window, then select the At A Glance check box.
If you want to display one item and close the search window, then click OK.
If you want to display an item but leave the search window open in the background so you can come back and select another item, then click Apply.
You can search for partial words and numbers, but you must use the percent sign to indicate missing or unknown characters. For example, a search for j%n in the First name field retrieves all first names starting with the letter j and ending with the letter n, including John, Jon, and Johann.
The search combines the different search criteria using the logical AND. This means that entering two search criteria returns only results matching both search criteria. For example, searching on a partial name and a partial phone number returns only individuals whose names and phone numbers match both.
Use this procedure to search for an organization, person, or contact using the Universal Search window. This search functionality is enabled by your administrator.
Steps
Launch Universal Search from the Navigator, or click Find in the toolbar. This is the flashlight icon.
From the Find drop-down list, select Customer Smart Search.
Select the Organization, Person, or Contact tab.
Enter the search criteria.
Click Search to run the query.
If you want to re-enter your search criteria, then click Clear.
From the Results window, select the item in the table and open the relative window in one of the following ways:
If you want to view notes associated with an item, click View Note.
If you want to see the information in the At A Glance window, then select the At A Glance check box.
If you want to view this item in a separate window, then select the check box labeled Multiple Windows.
If you want to return to the previous search window, then click Return to Search.
If you want to display an item but leave the search window open in the background so you can come back and select another item, then click Apply.
If you want to display one item and close the search window, then click OK.
You can perform a search and save the results of that search. The search results (referred to as lists in Oracle TeleSales) that you save are available through the Saved Results tab of the Universal Search window.
You implementation of Oracle TeleSales might limit the size of the search results list that you can save. For example, if the limit is set to 100 lines in the list of results, then your saved list will only contain the first 100 lines of search results. See your administrator if you are experiencing a limitation on the size of list of search results you want to save.
You can also create a callback list or a list of contacts you want to export to a spreadsheet.
Saving Search Results
Steps
Launch the Universal Search window from the Navigator, or click Find in the toolbar. This is the flashlight icon.
From the Find drop-down list, select the type of information you want to search for.
In the Universal Search window, perform a quick search or an expanded search.
Click Save Results.
Enter a list name. This is the name of your list of search results. This name must be unique for each list of results you save. Optionally, you can enter a description of the list.
If you want to activate a list, then select the Active box.
If you want to put your list in the Universal Work Queue, then select the Place on Work Queue box.
Click Save.
Select the Saved Results tab to view search results. You can filter the lists of results by Active, Inactive, or All. Select the list you want to view and click Open.
You can save your search criteria to reuse the same search as often as you want and refresh your search results. For example, you can refresh a list of your open opportunities and hot leads on a daily basis.
Steps
Click Find in the toolbar. This is the flashlight icon. Alternatively, you can open Universal Search from the Navigator or from a Search button.
Using the Find drop-down list, select the type of information you are querying.
Select the Expanded Search tab.
Enter search criteria in any of the fields in the Basic region or in the Advanced region, or both. For each search criteria in the Advanced region:
Select the search criteria using the Item List of Values (LOV).
Enter an operator using the Condition LOV.
Enter the value of that condition in the Value field.
If you are searching for a party relationship, organization, or person and you want to include inactive records in the search, then select the Include Inactive check box.
Click Save Criteria.
Enter a name for the query you are saving. For example: my hot leads. You can enter an optional description for the search.
Click Save.
Select Open Criteria to reuse a search. Select the search you want to reuse and click OK. You can modify the search criteria at this point. Click Search to perform your query.
Use this procedure to search using a query you have saved.
Steps
Navigate to the Universal Search window from the navigator of by clicking Find in the toolbar (this is the flashlight icon).
The Universal Search window appears.
From the Find drop-down list, select the type of information you want to search for.
Note: Saved queries are listed only when you select the same information type used to create them.
Select the Expanded Search tab.
Click Open Criteria.
The Open Criteria window opens.
Select the query you want to use from the list.
Click OK.
The query criteria are populated in the Universal Search window.
Optionally, modify the search criteria.
Click Search.
The window displays the results of your search as a dynamic table on the same tab where you entered your search criteria. You can sort the results by any column.
If you want to view all of the publicly accessible notes associated with an item or create new notes, then click the View Notes button in the search results.
Select the item in the table and open the relative window in one of the following ways:
If you want to view this item in a separate window, then select the check box labeled with one of the following Multiple eBusiness Centers, Multiple Lead Centers, or Multiple Opportunity Centers. Which label you see depends on what information you are searching for.
If you want to see the information in the At A Glance window, then select the At A Glance check box.
If you want to display one item and close the search window, then click OK.
If you want to display an item but leave the search window open in the background so you can come back and select another item, then click Apply.
The application displays an item where appropriate. Customer information appears in the eBusiness Center or the At A Glance window, leads in the Lead Center, and opportunities in the Opportunity Center.
Use this procedure to view a list you have created using the Universal Search window.
Steps
Launch Universal Search from the Navigator, or click Find in the toolbar. This is the flashlight icon.
The Universal Search window appears.
From the Find drop-down list, select the type of list you want to view. Lists are grouped by this information type. For example, to see a list of organizations, you must select Organization.
Select the Saved Results tab.
The tab displays the lists you have created in a dynamic table which you can sort by clicking on a column heading.
If you want to filter the list by list status, then select Active or Inactive.
If you want to view all lists, select All.
Select a list you want to view.
Click Open to view the list.
The tab displays the list in a dynamic table.
If you want to view notes associated with an item, then click the View Notes button.
Select the item in the table and open the relative window in one of the following ways:
If you want to view this item in a separate window, then select the check box labeled with one of the following Multiple eBusiness Centers, Multiple Lead Centers, or Multiple Opportunity Centers. Which label you see depends on what information you are searching for.
If you want to see the information in the At A Glance window, then select the At A Glance check box.
If you want to display one item and close the search window, then click OK.
If you want to display an item but leave the search window open in the background so you can come back and select another item, then click Apply.
The application displays an item where appropriate. Customer information appears in the eBusiness Center or At A Glance window, leads in the Lead Center, and opportunities in the Opportunity Center. If you called Universal Search from an application other than Oracle TeleSales, then the application that called for the search displays the information.
Use this procedure to search your database using the Universal Search window. If you require a search based on different sets of search criteria than those available in the Quick Search tab or you want to search by a range of values, then enter queries in the Expanded Search tab. Some examples of expanded searches that you can perform:
Search for an event by owner or type.
Search for a quote by contact or contact and total amount.
Search for a quote by operating unit
By default, the results of this search is a list of all quotes for the operating units to which you have access. This search can be refined to specific operating units by choosing an operating unit from the LOV and including it as search criteria. Purchase items for quotes are displayed by operating unit as well.
Steps
Launch the Universal Search window from the Navigator, or by clicking Find in the toolbar. This is the flashlight icon.
From the Find drop-down list, select the type of information you want to search for.
Select the Expanded Search tab.
Enter search criteria in any of the fields in the Basic region or in the Advanced region, or both. For each search criteria in the Advanced region:
Select the search criteria using the Item List of Values (LOV).
Enter an operator using the Condition LOV.
Enter the value of that condition in the Value field.
If you are searching for a party relationship, organization, person, code and you want to include inactive records in the search, then select the Include Inactive check box.
Click Search.
The window displays the results of your search as a dynamic table on the same tab where you entered your search criteria. You can sort the results in any column.
If you want to view all of the publicly accessible notes associated with an item or create new notes, then click the View Notes button in the search results.
Select the item in the table and open the relative window in one of the following ways:
If you want to view this item in a separate window, then select the Multiple Windows check box.
If you want to see the information in the At A Glance window, then select the At A Glance check box.
If you want to display one item and close the search window, then click OK.
If you want to display an item but leave the search window open in the background so you can come back and select another item, then click Apply.
The same restrictions that apply to Quick Searches are applicable for Expanded Searches.
After you create an active list or update the status of the saved list as active, you can place the personal list on the Universal Work Queue (UWQ). Only those lists that you created for opportunity, person, or party relationship as the search criteria can be placed on the UWQ. For example, if your search criteria is Opportunity and you save the results as an active list, then you can place it on the work queue and this list appears in the UWQ.
Use this procedure to place a saved list on the UWQ.
Steps
Launch the Universal Search window from the Navigator, or click Find in the toolbar. This is the flashlight icon.
The Universal Search window appears.
From the Find drop-down list, select the type of information you want to search for.
In the Universal Search window, click the Saved Results tab.
Select the Active radio button from the View Status pane.
All the saved active lists appear.
Choose the active list that you want to place on the work queue.
Select the Place on Work Queue box.
Click Update.
You can view the active list in the UWQ.