Search Using Keywords

Use keywords to optimize your search.  Results match the name and details related to that keyword search criteria.

Search Complete Words

1. When searching for an item, finish entering a complete word in the Ask Oracle bar.

   • If you're searching for an item with multiple words in the name, enter any of the words. For example, a search for Angeles retrieves matches for the account names Los Angeles Rubber, and Angeles Warehouse. Your search also returns all accounts in the city of Los Angeles, all accounts on Angeles Street, and all accounts with Jessica Angeles as the primary contact.

   • Capitalization is ignored.

2. Press Return.

   The application displays a list of records that contain your search term.

Search Partial Words, Exact Phrases, and Use Operators

You can search on partial words, exact phrases, and use operators between words.

• Use the star (*) symbol for missing characters or partial words. Use the symbol at the beginning, end, or middle of the search term.

  For example, entering *tion finds all items ending with the letters tion. Entering the star symbol in the middle of a word such as Pi*le, returns Pinnacle, Pineapple.

• Use the question mark (?) to match exactly one character. You can use this wildcard at the beginning, end, or middle of a word.

  For example, entering Pri?e returns Price, Prize, Pride.

• Put multiple search terms in quotes to search for exact phrases.

  For example, entering "Pinnacle Corporation" returns only Pinnacle Corporation, and any other records with those two terms in that specific order.

• Use the | (pipe) operator to search on multiple terms.

  For example, entering Chicago|Pittsburgh, finds accounts with those terms in the name. If searching on addresses is enabled, the results also include all accounts in Chicago or Pittsburgh.

• Use the - (minus) and + (plus) operators to narrow down your search.

  For example, entering +Pinnacle -Technologies when searching for accounts, returns all accounts with Pinnacle in the name, but not Pinnacle Technologies.

  When you use - (minus) operator followed by 2 or more words you must enclose the words in double quotes (" "). For example, entering +Pinnacle -"Technologies Inc" when searching for accounts, excludes Pinnacle Technologies Inc.

• You can enter multiple search terms separated by spaces.

  Spaces between words act as implicit + (plus symbol) operators. For example, entering Pinnacle Corporation finds all the accounts with those two words in the name, including Pinnacle Savings Corporation, Pinnacle Distribution Corporation, and Pinnacle Corporation.

Your search also returns similarly spelled words. Such "fuzzy" matches are rendered below exact matches. The most relevant items are always displayed first. The fuzzy match settings can be changed during setup. By default, the application displays spellings that are one letter off if the first three letters of the word match exactly. A keyword search on the term Cernar, for example, might return "Cerner" or "Cernas" in the search results. It won't return "Cesner", "Carner", or "Kerner".