Purpose
The Global Search (Quick Search) feature provides rapid access to records across TRUE through both module-specific and system-wide searches. Find any record quickly without navigating through multiple menus.
Accessing Global Search
- Select the ≡ (hamburger menu) icon in the top left corner.
- Click Search to open the Quick Search panel.
- Enter your search text in the search field.
- Select a specific module or choose Phone/Email/Address for system-wide search.
Search Types
| Search Type | Description |
|---|---|
| Module Search | Searches only within the selected module. Use this when you know which module contains your target record. Results display within that module's Quick Search functionality. |
| System-Wide Search | Select Phone/Email/Address to search across all modules for matching phone numbers, email addresses, or physical addresses. Results are grouped by module type. |
Searchable Modules
The Global Search utilizes the Quick Search functionality from these modules:
Searchable Information
| Field Type | Description |
|---|---|
| Phone Numbers | Search by full or partial phone numbers across all records. |
| Email Addresses | Search by full or partial email addresses. |
| Physical Addresses | Search by street address, city, state, or zip code. |
| Record IDs | Search by system-generated ID numbers (e.g., JOB25-00001). |
| Names | Search by client, vendor, contact, or project names. |
| Descriptions | Search within record descriptions and notes (module-specific). |
Common Questions
How do I search across all modules at once?
Select the Phone/Email/Address option. This performs a system-wide search but only supports those three field types.
Can I search for partial information?
Yes, the search accepts partial matches for both module-specific and system-wide searches.
How are search results organized?
Module-specific searches show results within the selected module. System-wide searches group results by module type.
How do I quickly access a specific module's records?
Select the desired module from the Quick Search panel, enter your search terms, and results will be filtered to that module only.
Tips
- Use module-specific search when you know where the record is located for faster results.
- Use system-wide search when you only have contact information (phone, email, address).
- For more detailed filtering, use the Advanced Filter within each module.
- Search results use the same Quick Search options available in each individual module.
Related Articles
- Advanced Filter - Detailed search syntax for complex filtering
- Basic Site Navigation - Overview of TRUE's interface and navigation