We’ve worked on a search bar that’s easy and makes searching for items between modules as simple as possible. In this document, you’ll find high-level information about how the search bar works, and detailed info about searchable fields and result types, too.
First off, let’s open up the search bar. Click the search button on the pane to the left to open the search bar. (You can press Command ⌘+ K/Ctrl + K to quickly open it up and the Esc key to close it too.)
2. Next, select the appropriate tab based on the item you’re searching for. You can choose between the following tabs: tickets, assets, clients, requesters, projects, and tasks.
📝Note: You need to type three or more characters for the search results to appear.
For example, if you want to search for tickets related to server issues, then you’ll need to type at least “Ser” for the results to show up.
3. You can also filter your search results by client or site from the drop-down menu to display a more focused list of search results.
Here are the searchable fields and result types for each module:
Client module
Searchable fields:
Client name
Client email domains
Site name
Site address (line1, line2, line3, postal code, city)
Results fetched: Client, Site
Ticket module
Searchable fields:
Ticket display ID
Ticket subject
Conversation content and attachment name
Note content and attachment name
Task display ID
Task title
Results fetched: Ticket, Ticket Conversation, Ticket Notes, Ticket Tasks
Asset module
Searchable fields:
Name
Hostname
IP address
Last logged-in user
Results fetched: Asset
Requester module
Searchable fields:
Name
Email
Results fetched: Requester
Project module
Searchable fields:
Project display ID
Project title
Project conversation and attachment
Task display ID
Task title
Results fetched: Project, Project Conversation, Project Tasks
Task module
Searchable fields:
Task display ID
Task title
Results fetched: Project Tasks, Ticket Tasks