1. Using Sales in the Redwood User Experience
  2. Search Using Keywords

Search Using Keywords

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

Saved Search Selection

The saved search you select as your starting point determines the scope of your keyword search. For example, selecting the All Accounts, searches all the accounts you can view. Selecting My Accounts searches all the accounts where you are a member of the sales team, or the sales territory.

Search Complete Words

  1. Finish typing a complete word.

    • 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 OR operator to search on multiple terms.

    For example, entering Chicago OR 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 NOT operator to narrow down your search.

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

    When you use NOT followed by two or more words you must enclose the words in double quotes (" "). For example, entering Pinnacle NOT "Technologies Inc" when searching for accounts, excludes Pinnacle Technologies Inc.

  • Capitalization doesn't matter on search terms, but the operators OR and NOT must be in uppercase letters.