To enhance the effectiveness of global search, you can do the following:

  • Use search prefixes.Narrow the search to records of one type by adding a prefix to the search string, to speed the search and eliminate the return of irrelevant records. A search prefix is made up of all or some of the letters of a record type plus a colon or a caret.
  • Use keywords that are at least 3 characters long.Use more specific keywords that contain 3 or more characters. Searching by shorter keywords or keywords that are not unique may not return the results you expect when searching over a large amount of data.
  • Search for multiple text strings at the same time.You can use OR as a separator in keywords, to search for multiple text strings.
    • Enter max OR macs OR machsto search for records containing any of these three strings in one search.
    • Note that OR must be uppercase for it to be recognized as a separator.
  • Include inactive records.Append a + to your keywords to include inactive records in a global search.
    • Enter cu:max+to search for both active and inactive customers with records containing the letters max.
  • Use % as a wildcard in numeric keywords.To avoid returning extremely large result sets for purely numeric keywords, global search returns exact matches only, unless you add the % wildcard.
    • If you enter inv:115, only an invoice with invoice #115 is returned.
    • If you enter inv:115%, all invoices with numbers starting with 115 are returned.
  • Keep keyword length to 32 characters or less.Keywords with a greater number of characters may cause a failure to find matching results.
  • Edit fields directly on the global search results page.You can quickly modify records without moving to different pages.
  • Email a list of global search results.Click the Email button at the bottom of a global search results list page to open a popup window where you can select recipients, enter comment text, and choose a format for the results.