Global Search in shopVOX

Tyler MacDonald Updated by Tyler MacDonald

What is Global search, and how does it work?

Global Search is a useful tool that can help you save time. It can come in handy when a customer provides limited information over the phone. By enabling you to search for a vast amount of information instantly, Global Search can quickly find the relevant details you need. The tool is capable of searching for Customers, Contacts, Vendors, and Transactions such as Quotes, Sales Orders, Invoices, and POs. To make the most of Global Search, we have compiled some essential information you should know.

Global Search is located on your top toolbar, with the word "Search" in it

What is it?

Global Search is the static search bar on the top of your shopVOX account. It allows you to quickly find all kinds of information using a process called indexing (similar to google or duckduckgo).

How Quickly Will Changes Take Place?

If you add new information, it should show up within a matter of seconds. If you search, and nothing shows up, it may be that the field you are searching for doesn't work with global search, you using special characters, or you need to wait a minute before searching if you just made the change. 

  • Special characters cannot be searched at this time. Examples of special characters are !@#$%^&*()_+-`~,.?/|\<{[=]}>
  • Search is not CaSe SenSiTiVe. So if I type "hi mom" and "Hi Mom" the results will be exactly the same.
  • Results are displayed within data sets (see next section). Search terms are usually highlighted in yellow.

How Are Search Results Displayed?

shopVOX categorizes the results using common data sets that are found throughout shopVOX. These are...

  • Customers
  • Contacts
  • Vendors
  • Vendor Contacts
  • Transactions
  • Projects

Customers
  • Name
  • Legal Name
  • Licence #
  • Status
  • Lead Source 
  • Term Code
  • Tax
  • Contact
  • Primary Email
  • Primary Phone
  • Sales Rep
  • Category
  • Special Info
  • Other Info
  • Background Info
  • Website*

Contacts
  • Contact Name
  • Title
  • Email
  • Phone
  • Ext
  • Beeper Number
  • Blog
  • Facebook
  • Twitter
  • Website
  • Login

Vendors
  • Name
  • Legal Name
  • Primary Contact
  • Old Primary Contact
  • Category
  • Primary Email
  • Primary Phone
  • Licence Number
  • Tax ID
  • Background Info
  • Catalog URL
  • Term
  • Tax
  • Website

Vendor Contacts
  • Vendor Name
  • Title
  • Email
  • Phone
  • Ext
  • Beeper Number
  • Blog
  • Facebook
  • Twitter
  • Linked In
  • Website
  • Login

Transaction
  • Type
  • Title
  • Txn #
  • Related Transactions
  • Customer/Vendor Description
  • Project #
  • Project Name
  • Customer PO#
  • Txn Date
  • Due Date
  • Line Items

Projects
  • Project Name
  • Txn #
  • Description
  • Due Date
  • Sale Date
  • Start Date
  • State (status)
  • Lead Source
  • Project Manager
  • Production Manager
  • Void Reason

*This field can be searched, and will bring results, however, these results will not preview, only the record will be pulled without showing the context.

How did we do?

Workflows - Quick Overview Express VS Pro

Enhancing Security with Multi-Factor Authentication in shopVOX

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