Last Revised: 25 Jun 2020 Written by Veloxity CRM Time Estimate: About 5 minutes to read. Version 2.0
Jump to the following sections to learn more about using Advanced Search:
- What is Advanced Search?
- Where can I find Advanced Search?
- How can I use Advanced Search?
What is Advanced Search?
Advanced Search enables you to easily perform structured searches across hierarchies of data.
How can I use Advanced Search?
Advanced Search is a powerful and comprehensive search feature. Quickly find data records and create customized data tables from the search results.
Where can I find Advanced Search?
- From the Main Menu click Search > Advanced Search
- From the Main Menu click the Data Type you want to search > Search
Navigating Advanced Search
You are looking at a screenshot demonstrating the location of Advanced Search on the Main Menu:
Figure 1. Advanced Search on the Main Menu.
How can I use Advanced Search?
How can I create an Advanced Search?
You are looking at a screenshot of Creating an Advanced Search:
Figure 2. Creating an Advanced Search.
After clicking Advanced Search and selecting the Data Type you wish to search, create the search term by completing the following four elements:
A search term is a word or combination of words and characters entered into a search engine to specify a particular thing to be searched. In Advanced Search, you are entering a combination of words and characters as described below.
- Select the Data Field to search from the list of options.
- Select a Symbol to specify the relationship between the data field and the data value: greater than, less than, equal to, greater than or equal to, less than or equal to, not equal to.
- Enter the Data Value for which to search. A data value may consist of facts and figures of data items, data attributes, and data characteristics. For example, you may wish to search for Contacts whose location (Data Field) is equal to (Symbol) California (Data Value).
- Click Run Search to run the search.
There are several key things to keep in mind when using Advanced Search:
- Search is possible across a hierarchy of records without needing to specify every intervening data type in the search.
- Only one hierarchy can be searched at a time.
- When including multiple data types in the search and search results, the resulting table will be uneditable. When only one data type has columns in the result set, the resulting table will be editable.
- For text and numeric fields, multiple values can be pasted from a list created elsewhere, such as in MS Excel.
- To include all data records of a type such as all Contacts, there is an option to choose all by clicking ALL on the data field selection list. In this case, do not specify a value for the comparison operator.
- By default, comparisons are case insensitive. To make them case sensitive, select the term and click Advanced Mode > Match Case. This will apply case sensitivity to just this term of the query but not others unless likewise specified.
- Unlike quick search, wild-carding is not implicit for search values. Add either a percent sign (%) or asterisk (*) to have the search wild-carded.
How can I use Advanced Mode?
You are looking at a screenshot of Using Advanced Mode Features:
Figure 3. Using Advanced Mode Features.
How can I select Specific Fields to Show in the search results?
After creating an Advanced Search, customize the data fields to be displayed in the search results.
Click Advanced Mode > Choose Columns to select data fields to display.
By default, all the fields of the base data type are included in Fields to Show in Search Results. Other data types will not have any fields included in the result set.
You are looking at a screenshot of Selecting Fields to Show in Search Results:
Figure 4. Selecting Fields to Show in Search Results.
Search Results are Displayed in a Table Format
When there is more than one search result, the results are displayed in a table format.
- When including multiple data types in the search and search results, the resulting table will be uneditable.
- When the single data type only has columns in the result set, the resulting table will be editable.
You are looking at a screenshot of Search Results in a Table Format:
Figure 5. Search Results in a Table Format.
How can I save an Advanced Search?
After fully configuring the Advanced Search, you have the option of saving the Search.
- Saving your search allows you one-click access to running this search in the future.
- Keep your search Private or choose to share the Saved Search with Selected Groups or Everyone.
- Quickly access the Saved Search from the Main Menu.
You are looking at a screenshot demonstrating how to Save an Advanced Search:
Figure 6. Save an Advanced Search.