What are the search options
The fulltext search field can be found in the right top corner of the application. When you start typing the searched word, the system will already show you the best matches provided that the search suggester is enabled (check in Administration » Settings » General » Enable search suggester). When the search suggester is disabled, you just have to confirm the searched word by hitting the ENTER key. By clicking on any of the results, it will open in the current window.
You can manually choose which type of entity you are looking for. Just enter one of the following before searching for your word.
- t: looking for tasks, e.g. "t: some task"
- p: looking for projects, e.g. "p: some project"
- u: looking for users, e.g. "u: some user"
If the best matches aren´t what you are looking for, you can simply hit enter and the engine will begin the classic search. You can also get to it by adding /search after the URL address. You can choose where and what you want to find as well as set some advanced settings. If the item you are looking for is in a particular project, you can choose it directly by ticking the particular checkbox. Those checkboxes can be predefined in Administration » Settings » General » Default fulltext search types. When you use the top right search field while being on a project, the system will search within the project you are on. As for CRM cases, the advanced search provides an additional checkbox "Search all CRM statuses" enabling to select whether to search only in CRM statuses set as searchable (unchecked) or all CRM statuses regardless of the setting (checked).
Autocomplete replaces the classic select field where you would have to scroll through many predefined options. Instead, you start writing and the relevant options are suggested automatically based on the symbols already entered.
This search option is available on listings, such as the task list. Simply enter the searched word and confirm with the ENTER key. It searches for entity names that match the current filter.
Using the sidebar icons, you can quickly search for contacts, knowledge base articles or users you currently need to work with.
Special symbols used for searching
There is an option to use special characters (so-called wildcards) to expand your search. These work on all search types. A wildcard character is used to substitute one or more characters in a string. All the wildcards can also be used in combinations.
|%||Represents zero or more characters||bl% finds bl, black, blue, and blob|
|_||Represents a single character||h_t finds hot, hat, and hit|
|||Represents any single character within the brackets||h[oa]t finds hot and hat, but not hit|
|^||Represents any character not in the brackets||h[^oa]t finds hit, but not hot and hat|
|-||Represents a range of characters||c[a-b]t finds cat and cbt|