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 |
|---|---|---|
|
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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Use the new CTI method
You are recommended to use the new Computer Telephony Integration (CTI) method instead of the legacy one, for the following reasons:
- The new method uses native HTML and JavaScript instead of the CTI applet, and therefore eliminates the dependency on your browser's ability to support Java applet technology.
- The new method can automate not only the creation and update of interactions and incidents, but also the action of a toolbar button or a More menu option in an active record detail form.
For more information about the two methods, see Computer Telephony Integration (CTI) with the Web client.
Click the following links to learn more about the new CTI method:
