Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
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Two or more words in the same topic |
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| Either word in a topic |
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| Topics that do not contain a specific word or phrase |
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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| A combination of search types | ( ) parentheses |
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Create an operator record from a contact record
Applies to User Roles:
System Administrator
The contact and operator records are synchronized so that if you change the Service Manager ID field in the contacts record, it triggers the same change in the Contact ID field in the operator record. The reverse is also true. In order to make the synchronization possible, every user in the system must have both a contact record and an operator record.
To create an operator record from a contact record, follow these steps:
- Click System Administration > Base System Configuration > Contacts.
- Type or select optional search criteria to find the contact for which you want to create an operator record.
- Click Search.
- If the search returned a list of records, select the contact from the list.
- In the contact record, click More or the More Actions icon.
- Click Create Operator.
- Follow the prompts to create the operator record.
Related topics
Synchronization between contact and operator records
More Actions menu
Mass create contact records from operator records
Mass create operator records from contact records
Create a contact record from an operator record
