Introduction
Welcome to our guide on the Global Search feature in Empress. The Global Search is a powerful tool that helps you quickly and accurately find specific Document Types or Documents. It’s designed with your business needs in mind, making it simple to locate, sort, and track crucial information across your Empress interface.
Introduction to Global Search
In the fast-paced world of business, finding the right information at the right time is vital. That’s where Global Search comes in. This feature allows you to swiftly search and locate specific information within Empress, saving you time and allowing you to make more informed decisions.
Using the Global Search
To access Global Search, look for the search bar located in the top-right corner of your Empress interface. Just type a few letters or a word into the bar, and you’ll instantly get results from various record types (like Contact, Customer, Issues, etc.) that are associated with your keyword.
You can also customize your search by choosing the fields you want to search within. This allows you to narrow down your results and find exactly what you’re looking for.
Here’s another powerful aspect of Global Search: you can use multiple keywords separated by an “&” operator to get even more specific results. For instance:
- Input “apple & iPod” to find documents where one field contains ‘Apple’ and another contains ‘iPod’.
- Search “iPhone & iPod” to find documents that contain both ‘iPhone’ and ‘iPod’.
- Enter “iPhone & black” to locate items with descriptions that include both ‘iPhone’ and ‘black’.
By using the “&” operator, you can refine your search results and find the exact information you need for your business operations.
Enabling Global Search for Specific Fields
You can also enable Global Search for specific fields within a Document Type. This means you can customize your searches to be even more precise, helping you to effectively manage your data.
To enable Global Search for a field, simply go to the settings of the Document Type and select the fields you want to include in the Global Search. Once enabled, you can easily search for information within these fields from the main Global Search bar.
Conclusion and Support
The Global Search feature is a powerful tool that can greatly enhance your business processes by allowing you to quickly and easily locate the information you need. By using this feature effectively, you can streamline your data management and make more informed decisions.
For more support and information, visit our Empress Help Center or contact our Support Team. We’re always here to help you get the most out of Empress.