The Universal search field is found at the top of ServiceTrade online, to the right of the Help button.
This article goes in-depth into which things universal search looks into.
All matches are perfect (case insensitive) matches unless otherwise specified. "Wildcard" means each space in the search string is converted to a wildcard, then the search string is wrapped in wildcards, and then the search is executed. So 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".
JOBS:
- job number
- customer PO #
- external ID in any system
- location street address (wildcard)
INVOICES:
- invoice number
QUOTES
- quote number
USERS (active only):
- username (wildcard)
- full name (wildcard)
- email address (wildcard)
- company name (wildcard)
- external ID in any system
LOCATIONS (active and pending customer locations only):
- name (wildcard)
- store number (wildcard)
- street address (wildcard)
- city (wildcard)
- state (wildcard)
- zip code (wildcard)
- external ID in any system
- location phone number (wildcard, all non-numeric characters are ignored) - IF AND ONLY IF the search string includes 7 or more numbers
COMPANIES (active and pending companies only):
- name (wildcard)
- street address (wildcard)
- external ID in any system
CONTACTS:
- name (wildcard)
- email address (wildcard)
- phone number - IF AND ONLY IF the search string includes 7 or more numbers
FAQ:
Can I universal search by tag?
- No. Only the entities listed above are supported in universal search.
- To search by tag, go to the main list for the kind of thing you are looking for (jobs, assets, etc), then search by tag.