Sugar Express User Guide Version 5.5.0 Beta 2

Searching for Information in Sugar

You can search for information across Sugar or restrict it to a specific module. You can also perform a quick search for a specific field value.

You can perform the following types of searches in Sugar:

•	Global Search

•	Basic Search

•	Advanced Search

Global Search

You can perform a global keyword search at the system level for text that matches the beginning of key field names.

All searches in Sugar automatically append the % wildcard character when searching text fields.

For example, searching for “Acme” will match account names such as “Acme Industries” or “Acme Funds”. Searching for “%Acme” will also match account names such as “ABC Acme Industries”.

Depending on your database configuration, global searches may or may not be case-sensitive. In general, global searches on Sugar installations running on the MySQL database are not case-sensitive and those running on Oracle are case-sensitive.

To perform a global search, enter the keyword in the Search field and click GO. The systems searches Accounts, Contacts, Leads, Opportunities, Cases, and Projects and displays search results for each of these modules. If you want to search only some of these modules, click the down arrow and select the modules from the list and then click GO.

The module with the most records displays at the top of the search results page.

Basic Search

You can perform a basic keyword search within most modules. To perform a basic search, in the Search sub-panel on the module’s home page, enter values for one or more fields and click Search.

To find only records that are related to your tasks and activities, select the Only My items box.

The search fields are context-sensitive and vary depending upon the module you are searching. When you type a character in a field, the system performs a quick search of possible values and presents a list of values starting with that character. Typing additional characters restricts the resulting list.

Text entered in search fields needs to match from the beginning of the value stored in each record unless the wildcard character is prepended. If text is entered in more than one search field, then a record must match on all those fields to be included in the filtered list. In other words, searching for “fred*” would only match first names like “Fred*erick” or other “Fred” names containing the asterisk (*) character.

These rules are also applicable to advanced search.

You can edit or delete records in the search results as described in “To edit or delete multiple records” on page 19.

Advanced Search

To further filter the search results, click the Advanced link below Search. The fields that Advanced Search displays varies depending on the selected module. Advanced Search also provides the option to save search criteria and related search results as Saved Search.

Note:

Numeric search strings will match anywhere in a field. Then all matching records are displayed in a series of paginated lists.

Saving Search Criteria and Layout

Using the Saved Search and Layout option, you can specify the information that you want to find as well as the layout of the search results. You can save the search results in the specified layout for future use. For example, you can view or hide details such as the record name, and assigned user. You can also sort the results in ascending or descending order.

You can save an unlimited number of search results. Saved searches display in the Select drop-down list, with the last saved search at the top of the list. You can access saved search results from the drop-down list in the Shortcuts menu.

To save and manage search criteria

1.	Enter a name for the search results in the Save this search as field and click Save.

2.	The name now displays in the Saved Searches drop-down list.To view a saved search, select it from the Saved Searches drop-down list from the module’s home page.

The system displays the results below.

3.	To modify a saved search, select the saved search from the drop-down list, change the criteria as needed in the fields above, and click Update.

4.	To delete a saved search, select it in the Saved Searches drop-down list, click Delete, and then click OK to confirm the deletion.

5.	To add a column to List View, select it from the Hide Columns list and use the left arrow to move it to the Display Columns list.

6.	To remove a column from List View, select it from the Display Columns list and use the right arrow to move it to the Hide Columns list.

7.	To edit or delete multiple records in the search results, use the Mass Update sub-panel as described in “To edit or delete multiple records” on page 19.