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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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Setting Search Preferences

Before you set search preferences, contact your Siebel administrator to find out how Search is set up in your Siebel application.

To set search preferences

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Search.

    The Search form appears.

  3. Make your changes in the Search Settings and Search Term Separator drop-down lists.


    Note:

    Contact your Siebel administrator for information about the Search Settings values. The default Search Term Separator is OR.

  4. To define the proximity of searches that include the NEAR operator, type a number in the Proximity Search field.

    For example, to find items within 5 characters of each other when you use the NEAR operator between search terms, type 5 in this field.