This article will cover the following:
Above the Toolbar is the Global Search box ⤵
You can also access the Global Search box from any open record ⤵
How to use the Global Search
A single click into the "Global Search" box, will provide a clickable list of all "Recently opened" records. Select one to open it.
When you're searching for a different record, type your search text into the Global Search box, for example, part of an Account name. The Global Search will find every occurrence of the words or numbers that you type in. You can type in:
A partial Word-like "sal" or "sale".
Numbers or partial sequence of Numbers (i.e. a phone number).
An Email Address or a partial Email Address.
NOTE: You'll get the best search results by typing only about 4 or 5 letters when searching. This sounds counter-intuitive but it's usually enough to find a record without being so specific that you inadvertently exclude the record you're looking for — e.g. by leaving out a "." that's actually part of the company name. If you have too many records in your display, add another letter and narrow down the search that way.
What fields does the Global Search look in?
The Global Search will look for each occurrence of the letters or numbers in Pipeliner and displays the records it finds based on the following system fields:
Opportunities (searches in Opportunity name)
Leads (searches in Lead name)
Accounts (searches in Account name, Account Primary email address, Account Primary phone number)
Contacts (searches in Contact name, Contact Primary email address, Contact Primary phone number)
Activities (searches in Activity Subject line)
Documents (searches in filename)
Notes (searches in Notes text)
Archive (searches in Opportunity name)
NOTE: The Global Search will also search within any custom (user-defined) text or long text field that your Administrator has enabled in the Admin module.
NOTE: if your Pipeliner Admin has enabled the setting against the field in the Admin Module, it is possible to search for records using the system Pipeliner record ID field. The Pipeliner record ID fields include: Lead ID, Opportunity ID, Account ID, Contact ID, Activity ID, Appointment ID, Quote ID, Project ID
As soon as you can see the record you're looking for in the list, you can use the clickable link to take you to the detail screen for that record,
Note that if it’s an Account or Contact, you can email or call directly from the "Search Results" ⤵
You can click on the dropdown arrow on the right of the Global Search box to narrow down the records for the search to look in. You can select from the "Search Options" to search within a specific type of record — e.g. only Opportunities — and/or a particular Owner ⤵
Click on the "Show Advanced Search" link to open up the "Advanced Search" page ⤵
This allows you to see your search results in a full page layout and gives you direct access to the additional search options ⤵
Click on the "Reset Options" link to remove any selections and the "X" to close the "Advanced Search" page.
How to search within the Compact view of a Lead, Opportunity, Account or Contact
In Leads, Opportunities, Accounts or Contacts menus, switch the view to the Compact View. Click on the view drop-down, select "Compact View" ⤵
In the left-hand records panel, type your search text directly into the Search box.
NOTE: You must be in the menu of the type of entity you are searching for i.e. Opportunities, Leads, Accounts or Contacts ⤵
Type in the name (or partial name) of the record you are looking for ⤵
How to search within the List view of a Lead, Opportunity, Account or Contact
In Leads, Opportunities, Accounts or Contacts menus, switch the view to the "List View". Click on the View drop-down, select "Compact View" ⤵
Type your search text directly into the “Search in List View” box ⤵