Search in Fields on Create and Edit (Details) Pages

In Sales for Redwood, some of the fields on the Create and Edit pages (the pages you open when you click the Details button) give you the same advanced search capabilities as the list pages within fields. You can search using words in the name or using related information. You can also use the same logical operators and wild cards. Like list pages, you can select a saved search to restrict the search to just the items of interest to you.

1. Place your cursor in the field to see recent and frequently accessed items.

   Here’s a sample list of suggestions (callout 2) for the Primary Contact field (callout 1).

   
2. If the suggestions don’t match what you’re looking for, search using words in the name and related attributes. For example, if you’re adding a contact to a lead or opportunity, you can search by contact name or by account name. Searching by the account name gets you a list of all of the contacts for account.

   You can also search on a combination of terms. For example, you can enter the account name and the city where it’s located. For example, a search on Pinnacle (the account name) and Seattle (the city), gets you Pinnacle Technologies in Seattle.

   
3. You can narrow down the scope of your searches ahead of time by picking a saved search from the Actions menu (callout 1 in the screenshot).

   For example, to search only accounts where you're on the team or territory, select the My Accounts saved search (callout 2). The saved search name appears as a filter in the field name (callout 3)

   .

Tip: You may be able to search on attributes not displayed in the list of search results. For example, you may be able to search for accounts by the account owner although Owner isn’t one of the columns in the results. Your application administrator can enable search on a large number of fields.

Which Attributes You Can Search

Here's a list of searchable attributes Oracle predefined for each create field.

• Account:

  Page	Attributes You Can Search
  All create pages where the Account field appears.	Account Name, Account Primary Address, Primary Contact Name

• Contact

  Page	Attributes You Can Search
  Create Account	Contact Name, Job Title
  Create Appointment	Contact Name, Job Title, Primary Account Name
  Create Lead	Contact Name, Job Title, Primary Account Name
  Create Opportunity	Contact Name, Job Title, Primary Account Name
  Create Task	Account Name, Account Primary Address, Primary Contact Name

• Lead

  Page	Attributes You Can Search
  Create Appointment and Create Task pages	Lead Name, Account Name, Primary Contact: Name

• Opportunity

  Page	Attributes You Can Search
  Create Appointment and Create Task pages	Opportunity Name, Account Name

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".