How Universal Search Works

Alex McGinnis
Alex McGinnis
  • Updated

The Universal Search field is found at the top right of the ServiceTrade dashboard. This article will walk users through the specifics of how the Universal Search field works and how it can help them find specific data in their ServiceTrade account and improve their workflow.

 

ST-Office-Universal_Search.png

 

All matches are perfect matches (case insensitive) unless noted as wildcard. Wildcard searches, or searches of partial search terms, are executed for all non-numerical search terms.

Wildcard search means each space in the search string is converted to a wildcard, then the entire search string is wrapped in wildcards, and then the search is executed. For example, a search for "ob smith" will be executed as `*ob*smith*` and will return "bob smith" and "Robert Smithwick", but will not return "smith knob" or "orb smith".

 

Wildcard vs. Perfect Match

Wildcard Search

 Perfect Match Search

Jobs

  • Location street address

Jobs

  • Job number
  • Customer PO #
  • External ID in any system

Invoices

Wildcard searches are not supported for Invoices in Universal Search.

Invoices

  • Invoice number

Quotes

Wildcard searches are not supported for Quotes in Universal Search.

Quotes

  • Quote number

Users (active only)

  • Username
  • Full name
  • Email address
  • Company name

Users (active only)

  • External ID in any system

Locations (active and pending customer locations only)

  • Name
  • Store number
  • Street address
  • City
  • State
  • Zip code
  • Location phone number (all non-numeric characters are ignored)
    • IF AND ONLY IF the search string includes 7 or more numbers

Locations (active and pending customer locations only)

  • External ID in any system

Companies (active and pending companies only)

  • Name
  • Street address

Companies (active and pending companies only)

  • External ID in any system

Contacts

  • Name 
  • Email address 
  • Contact phone number (all non-numeric characters are ignored)
    • IF AND ONLY IF the search string includes 7 or more numbers 

Contacts

Contact searches in Universal Search do not require perfect matches.


FAQs

Can I universal search by tag?

  • Not at this time. Only the entities listed above are supported in the universal search.
  • To search by tag:
    1. Navigate to the main list for the entity you wish to search (Jobs, Assets, Invoices, etc.)
    2. Then enter your search by tag.

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