Global Search Bar

The most powerful search feature within SingleOps is the Global Search Bar feature located in the top-left region of every page.

What it searches for

What it finds and how it displays

Partial string search

Tips for most efficient search

 

What it searches for

The Global Search feature allows you to search across links, Jobs, Visits, Clients, Items, Purchase Orders, Vendors, Tasks, Invoices, etc.

What it finds & how it displays

The search will return not only the desired value(s), but also break it out to show you in what context SingleOps is using the value. This allows you to work more efficiently and avoids having to comb through irrelevant returns.

Partial string search

SingleOps allows for a partial string search, so when typing in search criteria, it doesn't necessarily have to be exact. Example: Just typing in the numbers '123' returns a variety of records which contain '123'.It may not be readily apparent how the records shown qualified since '123' was not in the Job number, Job name, Client name, or street address. Drilling into the record further will reveal that some of these clients have ‘123’ in the phone number.

Tips for most effect search

  • The search dialog generally does not support searches for dates or dollar amounts. Those are difficult to match exactly because of the variants in the format in which they should be entered.
  • Searches are generally NOT case-sensitive, i.e., entering 'mike' is the same as entering 'Mike'.

 

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