Global Search

Global search is a powerful word-processing operation in ActiveBooks which will help you in searching for a particular Document Type or Document.

  • For every sequence of a particular word or a set of characters, you will have a search result.

  • Global Search helps users find information quickly. It’s located in the upper right-hand corner in ActiveBooks.

  • Simply entering a few characters in the Search Bar will show results from several different record types (Contact, Customer, Issues, etc.) related to that keyword.

  • You can also customize the fields based on which search will be shown.

You can also type in multiple keywords separated by & operator to find your desired results. You may refer to the following cases for examples:

  • Input "apple & iPod" can return documents with one field contain Apple and the other contains iPod( PO's vendor and item).

  • Input "iPhone & iPod" can return target documents that contain both item iPhone and iPod (child table items).

  • Input "iPhone & black" can return the item with description contains both iPhone and black(long text field).

  • Input 'foo & bar" can return any docs with both tags foo and bar assigned. (special long text field _usertags).

Enable Global Search for fields in a Doctype.

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