The Universal Search field is found at the top of ServiceTrade, to the right of the Help button. 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.
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".
Fields Searched
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)
- Contact phone number
- IF AND ONLY IF the search string includes 7 or more numbers
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:
- Navigate to the main list for the entity you wish to search (jobs, assets, invoices, etc.)
- Then enter your search by tag.