- Use Prefixes: By adding a prefix to the search phrase, you can limit your search to documents of a specific type. This will speed up the search and reduce the number of records returned that aren’t relevant. A search prefix is made up of all or part of a record type’s letters plus a colon.
| Prefix | Record Type |
| cam | Campaign |
| cash | Cash Sale |
| con | Contact |
| cust | Customer |
| emp | Employee |
| est | Estimate |
| ev | Event |
| exp | Expense Report |
| fi | File |
| invo | Invoice |
| iss | Issue |
| it | Item |
| opp | Opportunity |
| par | Partner |
| ph | Phone Call |
| sales | Sales Order |
- Use a percentage sign (%) before and after a word to find anything that contains that word
Example: looking for an invoice that starts with Inv: 100%
- Add a plus sign (+) after to include inactive records
Example: Vipesh was terminated, to find his inactive employee record type Emp: Vipesh+
- An underscore (_) replaces any letter
Example: You can’t remember is a customer’s name is Ron or Rob. Cus: Ro_
- Quotation marks (“”) for exact text matches.
Example: Looking for orders where you typed “This is Urgent” in a custom field that is marked as available in global search
- Use OR to search on multiple criteria.
Example: Enter vishnu OR Robert OR Anand to search for records containing any of these three strings in one search.
- Use double colon (::) to open the search result in a new window.
Example: open fulfillment 210 by typing ful::210
- Capitalize the first letter of the search prefix to return a single result in edit mode. By default, a single record returned by a global search opens in view mode. You can override this default by capitalizing the first letter of a search prefix. (This prefix has no effect when the Show List When Only One Result preference is enabled.)
Example: to edit the fulfilment from the last example enter Ful:210
- Go directly to a customer dashboard. Use the dash: prefix with a customer name to open that customer’s dashboard.
Example: Enter dash: Jobin and Jismi in the Search field, then press Enter or click Go to open that company’s customer dashboard.