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Getting Started > Working with Records > Finding Records > Finding Records Using Enhanced Keyword Search

Finding Records Using Enhanced Keyword Search

In addition to searching for records in the Search section of the action bar, you can also use the enhanced keyword search to locate records, if your company administrator has set up the Enhanced Keyword Search section in the Action bar or in the global header. You can use the enhanced keyword search for the following record types:

• Accounts
• Appointments
• Contacts
• Opportunities
• Tasks

When you enter a search string, the enhanced keyword search feature tries to find that string in several key fields for all records to which you have visibility, for the record type that you are searching. For example, if you are searching accounts, then the enhanced keyword search searches the Account Name, Location and Billing City fields to locate the required accounts. For example, consider that you have three account records, the first with the Location field set to San Francisco, and the second and third with the Location field set to San Mateo. If you enter San as the search string, then the enhanced keyword search returns all three account records. However, if you search for San Mateo, then the search returns only the second and third account records. For more information on enhanced keyword search, see About Enhanced Keyword Search.

If your company administrator selects the Configure Enhanced Keyword Search with Selected Search Results Fields option for the search layout that is assigned to your role for a record type, then an enhanced search for records of that type displays the set of results fields defined in the search layout. Otherwise, the key fields for the record type are displayed during an enhanced search. For example, if the administrator configures only the First Name, Last Name, and Account fields in the Search Layout Wizard for a contact, then the search only lists these fields in the search result page when you search for contacts.

Before you begin. To complete the following procedure, your company administrator must do one of the following:

• Set up the Enhanced Keyword Search section of the Action bar.
• Set up the Enhanced Keyword Search section in a search icon in the global header if you are using the modern style interface.

To use enhanced keyword search to find records

1. Navigate to the Enhanced Keyword Search section in the Action bar or the global header as follows:
   • If your administrator has set up the Enhanced Keyword Search section in the Action bar, then navigate to that section in the Action bar. For information about showing and hiding the Action bar, see About Showing or Hiding the Action Bar.
   • If you are using the modern style user interface and your administrator has set up the Enhanced Keyword Search in a search icon in the global header, then click the search icon and navigate to the Enhanced Keyword Search section.
2. In the Enhanced Keyword Search section, select a record type.

   NOTE: Only the Account, Appointment, Contact, Opportunity, and Task record types are supported for enhanced keyword search. The record type displayed by default in the Enhanced Keyword Search section is set by the Default Search Record Type field in a user’s Personal Detail page.

   TIP: To see the fields that the enhanced keyword search feature searches for by record type, select a record type, then hover your mouse over the tooltip icon beside the search field.

3. Enter the string that you want to search for in the search field.
4. Click Go or Advanced Search.

   TIP: If a message appears indicating that your search request has timed out, you can use Advanced Search to refine your criteria further. For more information, see Using Advanced Search. You can also find more information about optimizing searches and lists on the Training and Support Web site. To access the Training and Support Web site, click the Training and Support global link at the top of each page in Oracle CRM On Demand, and then click the link in the record that you want.

   • If you clicked Go, then you can click the link for the record that you want to open the Detail page for.
   • If you clicked Advanced Search, then the Advanced Search page opens with the record type that you selected in step 2. The record type is preselected on the Advanced Search Page.

     You can then complete the search parameters and criteria in the Advanced Search page. For more information on using advanced search, see Using Advanced Search.

Related Topics

See the following topics for related information:

• About Enhanced Keyword Search
• Finding Records
• About Targeted Search
• About Keyword Search
• Searching for Records in the Action Bar
• Using Advanced Search