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.
Search for | Example | Results |
---|---|---|
A single word | cat
|
Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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. |
Search for | Operator | Example |
---|---|---|
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 | ^ (caret) |
cat ^ mouse
|
A combination of search types | ( ) parentheses |
|
Use the Find function
Applies to User Roles:
All roles
To perform a find on data in tables, double-click the first item in the table. (If you are using the web client, you only need to click once.)
To perform a find in other locations, follow these steps:
- Insert the cursor in a field where you want to view the related Service Manager records. You can enter partial data in a field to narrow the search.
- Perform one of the following actions:
- Click the Find icon at the end of the field.
- Press F8.
Service Manager displays a record that contains information related to that field. If no records are found or the selected field is not linked to the Find function, Service Manager generates an error message.
To exit the related record, click Cancel.
Note Find does not insert the information from the related record. Use the Fill function to enter data automatically.
Related topics
Editing records
Fields
Fill function
Find function