Users are able to search for information across Sugar or restrict it to a specific module. Sugar offers the following 3 types of Searches:
- • Global Search
- • Basic Search
- • Advanced Search
Global Search within SugarCRM
This has got ot be one of my favorite features within SugarCRM. I use this Search dozens of times each day!
You can perform a Global Search on all the modules enabled for Global Search by the system administrator. You can also add or remove modules enabled by the administrator to search on. For more information, see
To add or remove modules from Global Search.
Administrators can select the modules that users can search on when using Global Search. This includes both standard and custom modules that have been deployed in Sugar. For more information, see
To Enable/Disable modules for Global Search.
Global Search looks for one field at a time. For Contacts, you can enter the first name, last name, or the full name in the Search field. You can also enter a letter to find all records whose names contain that letter. For example, if you enter “a”, Sugar will search for all records that start with the letter “a”.
Global Search may or may not be case-sensitive depending on your database configuration. In general, Global Search on Sugar installations running on the MySQL database is not case-sensitive; Global Search on Sugar installations running on Oracle is case-sensitive, by default.
Enter a letter or a keyword in the Search field and click Enter or Search icon to perform a Global Search.
Sugar appends the % wildcard character when searching text fields. For example, searching for “Acme” will match Account names such as Acme Industries or Acme Funds. Searching for “%Acme” will also match account names such as ABC Acme Industries.
The search result lists records for the module from which you perform the search at the top of the list, followed by records from other modules. For example, if you perform a global search from the Opportunities module, matching opportunities are listed first.
Click the Show All link that displays at the bottom of the Search result list to view the full search results from each module in separate panels.
How to add or remove modules from Global Search
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1.
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Click the Search button located next to the Global Search field.
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This displays a page with the message: There were no results found. Please search again.
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2.
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Click the Advanced link next to the Search button on this page.
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3.
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Drag and drop module names between the Enabled Modules and Disabled Modules columns to add or remove modules from Global Search.
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How to use the SugarCRM Basic Search
You can perform a basic search based on record name from the Search form in the List View of most modules.
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To perform a basic search, enter the record name, or the first letter of the name in the Search field and click Search. When searching for contacts, you can enter the first name, last name, or full name.
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To find only records assigned to you, select My items, and then click Search.
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To find only records that you have marked as your favorites, select My Favorites.
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Click Clear to clear the search filters.
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How to use the SugarCRM Advanced Search
Click Advanced Search for more filtering options in your search results. The search fields are context-sensitive and will vary depending on the module you are searching.
Text entered in search fields needs to match from the beginning of the value stored in each record, unless the wildcard character is prepended. Only records that match the selected fields are included in the filtered list if text is entered in more than one search field. For example, searching for “fred*” would only match first names like “Fred*erick” or other “Fred” names containing the asterisk (*) character.
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Note:
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Numeric search strings match anywhere in a field. All matching records are displayed in a series of paginated lists.
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Advanced Search also provides the option to save search criteria and related search results as Saved Search.
Saving Search Criteria and Layout
Saved Search and Layout option enables you to specify information you want to find and the layout of the search results. You can save the search results in the specified layout for future use. For example, you can view or hide details such as the record name, assigned user, and assigned team in the search results. You can also sort the results in ascending or descending order.
You can save an unlimited number of search results. The Saved Searches drop-down list displays the last saved search at the top of the list.
To save and manage search criteria
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Enter a name for the search results in the Save this search as field and click Save.
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This displays the name in the Saved Searches drop-down list.
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Select a saved search from the Saved Searches drop-down list in the module’s home page to view a saved search.
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Select the saved search from the drop-down list, change the criteria as needed in the fields above, and click Update to modify a saved search.
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Select a saved search in the Saved Searches drop-down list, click Delete, and OK to delete a saved search.
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Select a cloumn from the Hide Columns list and use the left arrow to move it to the Display Columns list to add a column to the List View.
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Select a column from the Display Columns list and use the right arrow to move it to the Hide Columns list to remove a column from List View.
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For full instructions, click here.
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