How to Use Global Search
To use global search, enter keywords that map to all or part of a record name or ID in the search field at the top of any page. You can quickly move the cursor to the search field by pressing Alt+G.
Global search keywords can include letters, numbers, dashes, underscores, and % wildcards. Any other characters count as spaces. You can use OR to separate keywords in global search. You can add a prefix to keywords to narrow the search by record type. A search prefix uses some or all letters of a record type, plus a colon or caret. For example, use it: to search for items.
For best results, use keywords between 3 and 32 characters. Anything longer is cut off, and if a keyword is too short or not unique, you may not get the results you expect when searching over a large amount of data.
By default, global search shows a list of suggested matches as you type. You can select one or press Enter to see all matching results.
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When you select a suggested match:
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To view a record, click its name.
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To edit a record, click Edit on the right.
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To open a record in a new tab or new window, right-click the record name or Edit, and choose Open in New Tab or Open in New Window.
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To open the customer dashboard for a suggested customer record, click Dash on the right.
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You can also use the Tab key to move through the suggested matches.
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For more information, see Notes about Global Search Auto Suggest.
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When you press Enter, keywords are compared to record name and ID field values.
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If multiple records match, you see a list page with a Type column showing the record type for each row.
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If only one record matches, the record opens in view mode by default.
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To see a single result on a list page instead, go to Home > Set Preferences, click the Analytics subtab, and check the Show List When Only One Result box.
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For item records, keywords also match Vendor Name/ID and UPC Code values.
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If you've made custom fields available for global search, keywords match those fields too. See Including Custom Fields in Global Search.
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If you don't want a list of suggested matches to show up, you can disable this feature. Go to Home > Set Preferences, click the Analytics subtab, and under Search, clear the Global Search Auto Suggest box.
By default, global search sorts results by record type, then by name or ID. To sort only by name or ID, you can enable the Global Search Sort by Name/ID option at Home > Set Preferences on the Analytics subtab.
Global search is designed to find the best matches quickly, not every possible match. To keep speed and ease of use, it limits results when there's a large number of matches. Because of this, some records may not appear in auto suggest or search results, and if you use generic keywords it may not return any results at all. To get the most relevant results, use specific keywords. For more information, see Simple and Advanced Searches.
You can print, email, or export global search results to a CSV or Microsoft® Excel file. See Emailing Search Results and Exporting Search Results.
You can edit records directly on the global search results page. See Inline Editing of Global Search Results.