A search is a selection of rows, for example, the items whose description contains 'truck.'
The Tracker offers quick, saved and special purpose searches.
Quick searches look at one column at a time. You can only search the columns currently displayed in the grid (but can't search calculated fields, which are derived from the values in other fields and are labelled '(calc)' in their grid column headings).
Saved searches can search ...
Saved searches come in 3 types. 'System' searches come with the Tracker and can be used by anyone. 'Organization' searches are added by organization managers and can be used by everyone in their organization. You're the only person who can add, edit or use your own, personal 'User' searches.
Special purpose searches can't be modified by users and were designed for specific purposes in specific screens. What purposes?
Clickthe Search icon in the grid menu and all 3 types will be listed.
Saved searches don't need to be complicated. The Details table ordered search, for example, could have been run as a quick search.
Why use a saved search when a quick search would do? Because saved searches are saved and can be run with 3 clicks. And because saved searches can be set up as a default.
RUN A QUICK SEARCH
RUN A SAVED OR SPECIAL PURPOSE SEARCH
EDIT OR ADD A SAVED SEARCH
DUPLICATE A SAVED SEARCH
SELECT A DEFAULT SEARCH
Click views.the Search icon in the grid menu then Default search .... Default searches can also be specified in
This approach gives you the ability to use one default when a page is first opened and another when it's opened in a different view or as a sub view.
Default searches aren't used when a page that's previously been opened during the current session is re-opened. The re-opened page displays the most-recently-used saved or special purpose (not quick) search in both the main and sub grids.
Click the Utilities icon in the main menu then Searches).the Search icon in the grid menu then Edit searches ... to open the Searches screen (organization managers can also click
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