Power-Search

Power-Search is a global, deep, full-text search that allows you to perform extensive searches on activities, contacts, documents, issues, emails, organizations, projects, tickets and wikis.

Click the 'Search' icon in the top right next to the 'My account' icon to open a new search tab, select the data types you want to search and enter your search text or select the label you want to search for. Start the search by clicking the 'Start search' icon .

The search matches are displayed in Power-Grids which you can sort and filter in an additional step. This allows for a powerful 2-phase search where you refine your search by applying column filters on the Power-Grid.

A list of your most recent searches is available in the top left dropdown. You can execute the search again by selecting an entry.

Searched Properties

The properties that are searched depend on the data type:

  • Activities: Subject, Description, Notes
  • Contacts: Name, Notes, Email addresses
  • Documents: Name, Description. The content of 'docx', 'htm', 'html', 'odt', 'pdf', 'pptx', 'rtf', 'txt', 'xhtm', 'xhtml' documents is converted to plain text when saving the document and then is available for Power-Search. Optical character recognition (OCR) is applied to 'bmp', 'jpg', 'jpeg', 'png', 'webp' files. Please note that the conversion process after saving the document could take a few minutes.
  • Emails: Subject, Body
  • Invoices: Invoice Number, Introductory Text, Payment Terms, Notes
  • Issues: Subject, Description, Notes
  • Organizations: Name, Notes, Email addresses
  • Projects: Name, Description, Notes
  • Quotes: Quote Number, Introductory Text, Payment Terms, Notes
  • Tickets: Subject, Description, Notes
  • Wiki articles: Subject, Description, Comments

Details on the Search Process

Power-Search is a multi-step process:

  • First a wildcard character is added implicitely at the end of your search term. For example, searching for 'Unu' is processed as 'Unu*' and matches 'Unusual'.
  • The search is case insensitive.
  • Multiple search words are implicitly AND’ed. For example, 'Unusual Suite' matches 'Unusual Suite', 'Unusual any text Suite' as well as 'Suite any text Unusual'.
  • Any non-alphanumeric character is replaced by white space, which splits the search term and implicitly AND's the separated parts.
  • Multiple search words can be OR’ed. For example, 'Unusual or Suite' matches 'Unusual' as well as 'Suite'.
  • Search words can be excluded by using not. For example, 'Unusual not Suite' matches 'Unusual', but not 'Unusual Suite' nor 'Unusual any text Suite'.
  • All parts of the search term need to be at minimum 4 characters long (which the exception of the keywords 'or' and 'not'). Any part of the search term which is shorter than 4 characters is removed from the search.
  • Single quotes, double quotes, and the wildcard character '*' are not supported in Power-Search terms.
  • Multiple search labels are OR’ed. For example, records which have a 'CEO' or a 'CTO' label are found if you search for both labels 'CEO', 'CTO'.

Note: there may be unexpected results in some cases, in particular if the search holds non-alphanumeric characters. E.g. when searching for 'john.miller@unusual-suite.com'  the non-alphanumeric characters are replaced in a first step by spaces which yields 'john miller unusual suite com'. In a second step 'com' is removed since it's shorter than 4 characters which then yields 'john miller unusual suite' as search query. Finally, records are found which hold 'john' and 'miller'  and 'unusual' and 'suite', since the 4 search terms are AND’ed.

Power-Search Match Visualization

Properties on records which match the Power-Search can be detected easily when clicking on the record in the Power-Grid:

  • matching properties are highlighted
  • labels are highlighted if matching
  • header rows of matching notes are highlighted as well the 'Notes' tab header itself