Find an Item in the List of Search Results

If you don't see what you're looking for on the page and the list generated by the selected saved search is too long, then you can enter one or more search terms in the Search box and press Enter on your keyboard.

You can enter a combination of search terms. For example, if you're searching for an account, you might want to search on the account name, the street address, and the name of the primary contact, and so on. What attributes you can search is specified by the application administrator. All search terms returned are highlighted in bold font in the search results. Your results display records matching the search terms in any of the fields enabled for search. For example, searching accounts using the term Pinnacle, returns both accounts with Pinnacle in the name and accounts on Pinnacle Street, unless the application administrator disables the address search.

Tips for Using the Search Box

Here are some tips and guidelines for how best to use the search in Workspace.

• Use the enhanced autocomplete feature in the Workspace search box to help you add and apply filters to the results. Autocomplete reduces the number of clicks and let you filter results without opening the Show Filters pane. For example, as you begin to type "Prim" you'll see "Primary Industry" as one of the suggestions (Primary Industry is an attribute of accounts). Select an attribute to show possible values in a drop-down list. You can choose one of the possible values to filter the accounts based on that primary industry.

• If you're searching for an item with multiple words in the name, you can enter any of the words. For example, a search for Angel retrieves matches for the account names "Vitamin Angels", "Los Angeles Rubber", and "Angeles Warehouse".

• Workspace search also matches your entry with similarly spelled words. Search results based on 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".

• Searching is case insensitive for the keyword Search box. Let's say you enter the words Pinnacle or pinnacle, then Workspace returns the same results.

  Note: However, if you enter a search term with all capitalized letters, that search term is changed to Camel Case in the search results returned. For example, if you enter RED WOOD, then Workspace returns records containing Redwood Shores.

• Enter entire words or numbers you're searching for.

  For example, entering the word Pin when searching for accounts, returns Pin Point Needlework Inc. and Oracle on 100 Pin Road.

• 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.

• Put multiple search terms in quotes to narrow down your search.

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

• Use the preferred operators + (plus symbol), | (pipe symbol) and - (minus symbol) in place of the boolean operators AND, OR and NOT respectively. For example, entering + Oracle -"Redwood" returns Oracle locations not in Redwood city.

  Note: If you don't specify any operator and use a space, then it's considered as an implicit AND and there's no need to add the + sign. For example, entering "Oracle Redwood" will get back results having both Oracle and Redwood keywords in them. So Oracle Redwood will give the same results as "Oracle + Redwood"

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

  For example, entering Chicago | Pittsburgh, finds accounts in both of these cities and accounts with those terms in the name.

• Use the - (minus symbol) operator to narrow down your search.

  For example, entering Oracle - Sunnyvale when searching for accounts, returns Oracle locations excluding those in Sunnyvale.

  When you use - (minus symbol) followed by two or more words you must enclose the words in double quotes (" " ). For example, entering Oracle - "San Francisco" when searching for accounts, returns Oracle locations excluding those in San Francisco. If you exclude the double quotes, then searches would return Oracle locations in areas beginning with San such as San Jose, San Diego and so on.

• Capitalization doesn't matter on search terms.

• Use the star (*) symbol to indicate missing characters or partial words. This symbol can be used at the beginning, end or middle of a word to be searched.

  For example, entering *tion as your search term returns Presentation. If you enter Present*, records with Present, Presentation, and Presents are returned. Finally, if you enter the star symbol in the middle of a word such as Pr*tion, records with the terms Presentation and Production are returned.

• Use the question mark (?) to match exactly one character. This wildcard can be used at the beginning, end or middle of a word to be searched.

  For example, entering Pri?e returns the following results: - Price - Prize.