Using the Search feature
Searching All Content TypesThe quickest way to access the search functionality in the platform is through the search icon in the header. Clicking this icon will open the search dropdown.Performing a search here will traverse through all of the searchable content types that are available for your ...
Searching Accounts
UsagePerforming an account search will attempt to match your search query, exactly as it is entered, with names of accounts in the platform. This includes cases where the search query is a partial match with a name on the platform. Any spaces inside the search query will not act as a divider of k...
Searching Manuals and Files
UsageWhen a search is performed on Manuals and Files, the search query is checked against the name of the file, and text-based files (such as PDF, DOC, XLSX files) will also have the search query checked against the contents of the document.When it is being checked against the name, the search us...
Searching Locations
UsagePerforming a location search will attempt to match your search query, exactly as it is entered, with names of locations in the platform. This includes cases where the search query is a partial match with a name on the platform. Any spaces inside the search query will not act as a divider of ...
Searching Notices
There are two primary methods for beginning a notice search. The first is through the search dropdown, accessed by clicking the search icon in the header.The second way to access this search is via the search field at the top of the Notices tool itself.UsageWhen a search is performed on notices, ...