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Universal Search

Distributor guide to Encompass Universal Search: find tables, dashboards, reports and links by name, or search for a specific customer, product, invoice, user or help resource. Requires v24.05+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.05

Steps

How to use Universal Search

  1. Navigate to the Universal Search bar and enter the name of a table, dashboard, report, or link in the field provided.
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  2. Browse the matching options in the menu and click to select a page to visit.
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  3. To search for a specific Customer, Product, Invoice, or User enter a unique name or number and select the best option in the Other section.
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    a. Selecting Search Customers displays the customer search page with results filtered.
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    b. Selecting Search Products displays the products search page with results filtered.
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    c. Selecting Search Users displays the Users table with results filtered.
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    d. Selecting Search Invoices displays the invoices table with results filtered.
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    e. Selecting Search Help Resources displays the Help Resources that contain the words searched.

Best Practices

  • When searching by name, it will reduce the number of clicks when navigating to a specific page or view.
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  • Universal Search is helpful when the user knows the name of what they are looking for.
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  • Universal Search shows Recently Visited for easy navigation by previous searches.

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