Training Overview
Global Searches
Global Search Tips & Tricks

Global Searches

Lesson #


Global Search Tips & Tricks

In this video, we look at some tips and tricks for optimizing the Global Search tool.

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Video Transcript

Welcome back. In the last video, I introduced you to global searches. In this video, I want to give you a few tips and tricks on using global searches. So let's take a look.

All right. So we're here in our home dashboard. And let's go up to our global search. And again, we're going to now this time instead of just putting a name, I'm going to specify a kind of a category or type of thing that I'm searching. So I'm going to put in we had this employee, Joe, right. So I'm going to put in employee, but I'm just going to shorten it and go emp: Colon. It's important you put the colon in to specify this is the category and everything after the category is the actual thing that you're searching. So employee Joe.

All right, good. So now notice the list we had in the last video is a little longer because we also had a customer. But in this case, we're just getting employees that have Joe either in the name or in the record. So Connor Avery and Remie both have Joe in their email. So we get those and then we get Joel Metzger.

But let's take a look at something other than just an employee. We can search a customer. Let's put Atlas. So good. See you as we come up with any kind of customer, in this case with the name Atlas, of which we have a few. We can also search item. You can put it: Colon. And let's just put a number. So any item with seven is appearing here, and this is including non-inventory items, services, inventory items. So we get those.

We can do just about any type of record. We can do an opportunity. We can do a lead, LE. We can do a page. And you don't have to get clever or remember kind of what are the shortcuts. It's always just the first few letters of that thing. And you can actually like, let's take sales order, for example. So SAL, I think it was 171. So we get that sales are come up, but it doesn't have to be three letters necessarily. I could do SA 171. Same thing comes up, I could write out sales fully and say 171 still comes up. So it doesn't really matter how much you write of it.

Obviously, if you just write a C for customer, it's actually not going to work because see could also be a contact CON. So you do need to put enough letters that it's really kind of narrowing it down to a certain category type. But as long as you put those letters down and you just know, okay, I'm looking for a yeah, a lead, I can just put LE or LEA, a colon.

Now what if you know generally what you're looking for, but maybe you don't know the exact spelling or, you know, kind of the concept, but there's elements that you're missing you can actually type in. So let's put in Joe and then put in. We're going to add the percent symbol. And now what that does, it's called the wild card. And what it's doing is saying, okay, we were looking for Joe, but then after Joe, we can have any number of characters, of any type that can be associated with that. So it could be Joe in this case, like we have employee Joel. So that has an L and a bunch of other letters that Wild Card says, That's totally fine. You could also put Joe Joe percentage symbol wild card and it's going to pull up in this case. All these things doesn't have a Joe. It's got JOA Joaquin, it's got Johnson. We've got journal entries. Suddenly all these journal entries appear. So anything with that, Joe And then after it.

Now, here's a key thing. Obviously, this is specifying that the word has to start with Joe, at least one word, right? Joaquin starts with Joe and then can be anything after that. Let's take a look. If we add the wild card to the beginning, it's very similar, but suddenly we clarify that it can come mid word. So we have Vallejo and then Jo is at the end of that. So it's kind of anything comes before it and then Jo can also be included. So that's how you can use that and you can put it in the middle. So let's do the wild card and then Joe, you say now journal entry and also here, right, we have a J and then we have a U over here and there's several characters in between the two. And the wild card can basically accommodate for that. So that's basically how you you'd use that wild card.

Very helpful. Again, if you're not sure about spellings or you know, you want a sales order, but you're not totally sure about the number or you remember just one of the numbers, you can use that wild card to get around it.

Now, one additional thing you can use the percentage wild card. There's one additional thing you can do, which is adding an underscore. So let's do first off, underscore l. So right now we get Jo_l and the underscore is basically saying it can be anything but just one letter. It can't be a bunch of characters. It just has to be one thing in between. And in this case, it's represented by an E here. So the underscore where that might be helpful is, for example, if we do, let's just go back and if we do the percentage symbol there, we're going to get these journal entries, all these journal entries because we go Jo, a bunch of characters and then an L, but we don't want a bunch of journal entries. We just know the guy's name was Joel, or maybe he's JO LL. We don't totally know. So we put in the underscore and it comes up with the exact name that we're looking for.

So that's another useful kind of way to narrow down what you're looking for. And lastly, if you want an exact match, you don't want it to give you a bunch of suggestions, but you just know I'm looking for this specific thing and that's all that I want. So I'm looking for maybe sales orders by item. I don't want anything else. I just want that. So there's no alteration of that. It's exactly what you're looking for. You know, if it had sales order by item, it would not appear. It's just that exact search listing.

So that's it on that. The last thing I'm going to show you just kind of a nifty trick. If let's say I've got my cursor down here and let's say I want to now go into or access the global search bar. So what I can do is I can hold down ALT and then G and notice my cursor hasn't moved, but suddenly I'm able to type things in the global search bar. So hitting ALT G gives us that ability to jump into the global search bar. One additional thing if I clicked on here and I go shift alt g again, it looks the same, but now if I type into this global search bar, it's not going to actually give me a global search. It's only going to give me the current page results. Remember, that's that bottom half that I showed you before. And it even shows you the trick over here. Alt Shift G is going to give you that ability to pull up current page results.

All right. That's it for tips and tricks on global searches. I'll see you in the next video.