The global search bar in the primary navigation provides quick access to primary things in the system you may be interested in.
Accessing the Search Bar
You can quickly "focus" the search by anytime by hitting the forward slash ( / ) key. For example, this search will find results that contain the term "Olde English":
To narrow your results and find exactly what you are searching for, Discovery supports the use of keywords. Keywords must be the first term of your search. Keywords exist for specific Entities (such as "Client Credit Memos"),
Please note that only one keyword may be in a single search. If you are interested in searching multiple Entities in a single search query, you may use an Alias Keyword. Alias Keywords are specific terms that map to one or more Entities, providing a convenient way to access common Entities with a single word.
A full list of Keywords, including Alias Keywords are listed below.
Example valid searches:
locations: Ascent 123 (This would find locations with the term Ascent 123) services: rolloff olde english (returns services that contain the keywords rolloff, olde, english)
Example invalid searches:
rolloff locations: Hotel or locations: Hotel services: rolloff
Note: All keywords support both singular and plural variants.
|Alias Keyword||Entity Searched|
|client contracts||Location Service Agreement (Client Contracts)|
|credit memos||Client Credit Memo|
|companies||Vendors OR Client Companies|
|contracts||Vendor Contracts OR Location Service Agreement (Client Contracts)|
|invoices||Client Invoices OR Vendor Invoices|
|Entity Keyword||Entity Searched|
|billing groups||Billing Group|
|client companies||Client Company|
|client payments||Client Payments|
|client services||Client Services (Vendor Services)|
|client credit memos||Client Credit Memos|
|lsas||Location Service Agreements (Client Contracts)|
|vendor contracts||Vendor Contracts|
|vendor invoices||Vendor Invoices|
|work orders||Work Orders|