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.
|A single word||
||Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".|
You can specify that the search results contain a specific phrase.
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.
Two or more words in the same topic
|Either word in a topic||
|Topics that do not contain a specific word or phrase||
|Topics that contain one string and do not contain another||
|A combination of search types||
- Editing records
- Record list
- Working with record lists
- RecordList improvements (web client)
- Adding prefix for a record type
- Printing lists and records
- Using Quick Jump in record detail
- Fill function
- Find function
- Smart Indicator function
The Fill function allows you to create or update a record quickly. When you click the Fill icon next to an empty field or a field that contains partially-keyed leading information, Service Manager identifies the applicable related record and adds the related information to the field. For example, if you type Br in a name field and click the Fill icon, Service Manager identifies records with last names that begin with "Br,"such as the record for Nicholas Brown, along with any assets that are linked to this contact record.
Note If you attempt to locate information for a field that depends on one or more fields that contain invalid or unrelated information, you receive an error message that resembles the following:
Cannot find related information in dept using query: company#"advantage" and dept.full.name#"advantage/edd"
In this example, the value of the department name field depends upon the values in the company and dept.full.name fields. You must provide valid values in the company field and dept.full.name field.