Search Bar Guide and Tips

Global Search Functionality

In the global search box at the top, users can filter the search results in order to narrow down more specific results.

• Work orders include the PO number in the result text
• Results are scrollable - Returning up to 100 results
• Vendor quotes are searchable, keywords: vendorquote, vendor quote, quote, vendorproposal, vendor proposal, proposal
• Client invoices are searchable, keywords: client invoice, clientinvoice
• Client quotes are searchable, keywords: clientquote, client quote
• Clients are searchable, keywords: client, company
• Programs are searchable, keywords: program, preventativemaintenance, preventative maintenance
• Asset (objects) are searchable, keywords: asset, object asset, objectasset, assetname, asset name
• Stores should be searched by name or identifier 

Search Icon Guide

Wildcard Search Tips

Throughout Fexa, users have the ability to search information by using the % symbol as a wildcard key. 

The wildcard key should surround the data so that piece of information becomes the MAIN source of the search. 

• Example: %data%

Wildcard Use Cases

Searching for a location with only partial address information via List Creation: 

• A technician is on the roof of a mall in Houston, TX and calls to report an issue with a piece of equipment that will require additional time to troubleshoot. The technician doesn't have the specific facility number, but can report that he is at Pitstop in Houston, TX. 
• In order to find the specific facility and work order, I'll need to utilize the wildcard search. 
• I navigate to the Assignments menu and create a new list. In the Client drop down, I select Pitstop. In the Facility City field, I type in Houston surrounded by the wildcard characters.
• I then filter the information to see each assignment for Pitstop in Houston and can locate that specific vendor's assignment so that further action can be taken.