With the continuous enhancements on the user interface, further improvements to the search feature can be seen as well. The All option in the search feature at the top menu enables you to perform a quick search that includes the entities available in the drop-down list. As of product update 258 this is applicable to the following entities: People, Accounts, Documents, Items, Projects and Requests.
Posts Tagged ‘Search’
When searching for people you can use the AND / OR operator.
This can for instance be useful in a situation where employees have a different contractual and physical location, but you want them all displayed in the search results.
The blog post Tip: Searching for attachments explains that it’s possible to search for attachments that are linked to a document in Exact Synergy.
Previous blogpost explained how you can create a predefined search based on parameters.
For presenting a predefined search result for documents you can also use a list layout. This possibility only applies to the document search and not to the request search, people search, etc.
In the selection fields of Exact Synergy Enterprise you have the possibility to show suggestions. By entering a part of a name a list with suggestions is displayed, from which you can quickly make a selection.
When searching for accounts you can define which columns you want to display in the search results. By doing this the data is presented in a clear list.
Exact Synergy offers several search page for searching for data. You can search for documents, requests, opportunities, projects, etc.
As the blog post Changing the columns of the search result explained you can determine which columns to show in the results.
In Exact Synergy Enterprise there are several search pages available. You can search for requests or documents, but also for projects, customers, employees, etc.
It can be desirable to make the search results available as a link. For instance when you want to share these results. The user just has to click the hyperlink to see the results. Also when data is created, and falls within the search criteria it is immediately shown in the results.
When creating a request you have the possibility to link an account, document, item, etc to the request.