Training FAQ
FAQ Detail
Review the full answer below, then return to the searchable FAQ list.
How do I quickly search using the Find menu (magnifying glass)?
Click the magnifying glass to open the Find menu and quickly search for entities.
- Search by name or ID: Examples: ABC Inc, 123.
- Force a “starts with” search: Add a + prefix (for example, +ABC).
- Find the most recently viewed customer work order: Add the suffix *-* (for example, Mayfair*-*).
- Open your most recent work order: Type my, mine, or a single period (.).
- Search equipment by tag: Enter the tag number and then type a space. The trailing space forces a text search (instead of an ID/number search). Because the tag number is part of the equipment name, this returns matching equipment.
- Open results in a new window/tab: Hold CTRL while clicking Find.