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 be made up of letters, numbers, dashes, underscores, and % wildcards. Any other characters entered in keywords are considered white space. You can use OR as a separator in global search keywords. You can include a prefix in keywords to narrow the search by record type. A search prefix is made up of all or some of the letters of a record type plus a colon or a caret. For example, you could use it: to search for items.

For successful global searches, use keywords between 3 and 32 characters long. If a keyword is longer than 32 characters, all additional characters are ignored. If a keyword has less than 3 characters or is not unique, your search may not return the results you expect when you are searching over a large amount of data.

By default, global search provides a list of suggested matches as you type. You can select a suggested match or press Enter to return all matching results.

By default, global search results are sorted by record type, and within each record type, by name or ID. To sort results by name or ID, without dividing them by record type, you can enable the Global Search Sort by Name/ID option at Home > Set Preferences on the Analytics subtab.

Important:

Global search is designed to return the best matches quickly, not to return every possible match. For searches with a large number of possible matches, global search limits results to maintain speed and ease of use. To return every possible match in result sets over 300 records, you should use a record type search instead. See Running 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.

Related Topics

Global Search
Global Search Overview
Tips for Effective Global Searches
Global Search Prefixes
Including Custom Fields in Global Search
Inline Editing of Global Search Results
User Preferences for Global Search
Notes about Global Search Auto Suggest

General Notices