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How do I search for records in Sales in the Redwood User Experience and in Workspace?

You can perform searches in the Redwood User Experience and Workspace by using a combination of search terms and operators. For example, when searching for an account, you might want to look for the account name, street address, primary contact name, and so on. Here are some tips and guidelines to enhance your search experience:

Search Tips

  • Filter your searches by entering attribute names. As you type in the Search box, the application suggests possible filters. For instance, typing Prim in an account search displays filters such as "Primary Industry," "Primary Address," "Primary Contact," and so on. Click a filter to see a list of values to choose from.
  • To find a specific item, enter any word or part of a word in the item name or in related information, such as an address. For example, searching for Angel might retrieve "Vitamin Angels," "Los Angeles Rubber" and "Dominion Corp, 500 Angeles Avenue."
  • The search function is designed to find similarly spelled words to yours. The most relevant items will always be displayed first. You can adjust the fuzzy match settings during setup. By default, the application shows spellings that differ by one letter if the first three letters match exactly. For instance, searching for "Cernar" might return "Cerner" or "Cernas."
  • Keyword searches aren't case-sensitive. Whether you type "Pinnacle" or "pinnacle," you get the same results.
  • You can enter multiple search terms separated by spaces. The spaces between words act as implicit "+" (plus symbol) operators. For example, searching for "Pinnacle Corporation" will find accounts with both "Pinnacle" and "Corporation" in the name, such as "Pinnacle Savings Corporation" or "Pinnacle Distribution Corporation."
  • To refine your search on multiple search terms, use quotation marks. For instance, searching for "Pinnacle Corporation" will only return "Pinnacle Corporation" and any other records with those two words in that exact order.
  • The * (star) symbol represents missing characters or partial words. You can place it at the beginning, end, or middle of a word. For example, pres* might return "Presto," "Press," or "Present." It won't return, "Xpres" or "Cypres."

Search Operators

  • We recommend using the + (plus symbol), | (pipe symbol), and - (minus symbol) operators instead of the Boolean operators AND, OR, and NOT. For example, +Oracle -Redwood City returns Oracle locations excluding those in Redwood City.
  • Note that if you don't use any operator and separate your search terms with spaces, it's considered an implicit AND. There's no need to add the + sign. For example, "Oracle Redwood" will return results containing both "Oracle" and "Redwood."
  • The | (pipe symbol) operator makes it possible to search for multiple terms simultaneously. For instance, "Chicago | Pittsburgh" will find accounts in either city or with those terms in the name.
  • The - (minus symbol) operator helps narrow down your search by excluding specific terms. For example, Oracle -Sunnyvale returns Oracle locations except those in Sunnyvale. When using the - symbol with two or more words, enclose them in double quotes. For instance, Oracle -"San Francisco" excludes Oracle locations in San Francisco.