Search

Table

• All fields
• All field types

• Records with the most field matches are at the top
• Fields with the most record matches are leftmost
• All fields in the table are shown in results

View

• Only the fields in the view
• Only the records in the view
• Restricted according to the view's filters

• Records are sorted according to the view's sorting
• Fields are ordered according to the view (left-to-right)

Advanced

May select one or any combination of these options:

Matches are displayed with records in table format and rows of "meta" information (notes, changes, etc.) displayed beneath each record.

There's an implied AND in multi-word searches. TrackVia will look for matches that include ALL of your terms, in any order. There is no limit to how many words or characters you can include in your search.

Example search: New York newspaper

• Match
  • New newspaper article reviews Yorktown battle
  • Newspaper in New York takes on mayor
• No match
  • New York magazine article
  • Yorkshire newspaper offers fresh perspective

By putting quotes around search term you tell TrackVia to match only the entire "string" of characters in your term, start to finish, including any blank spaces. This is powerful for excluding false matches on words or characters that appear frequently by themselves.

Example search: "New York newspaper"

• Match
  • Restaurant reviews by New York newspaper please eaters
  • Allegations detailed by New York newspapers
• No match
  • Restaurant reviews by New York news paper please eaters
  • New York City newspaper details allegations

Attach a minus sign ("-") at the beginning of a search term to exclude matches that include the term. The minus sign must touch the first character of the search term, i.e. don't leave a blank space.

Example search: New York newspaper reviews -restaurant

• Match
  • New York newspaper reviews popular clubs
• No match
  • Restaurant reviews by popular New York newspapers

You can search to find days of the month, month names, years, or any combination thereof. We recommend that you enclose your date in quotes.

Acceptable date formats:       "Dec 10 2010"
                                                   "2010-12-10"
                                                   "December 10, 2010"

Formats that won't work:         "12/10/2010"
                                                    "12-10-2010"

You can restrict a search term to find matches only in a specific field.

• Attach a colon (":") to the end of the field name to find any "contains" matches
• Attach an equal sign ("=") to the end of the field name to find exact matches
• For multi-word field names, connect the words with underscores ("_")
• Don't leave any blank spaces

Acceptable formats:                Created_date="Dec 10 2010"
                                                    First_name:Rob

Formats that won't work:         Created date="Dec 10 2010"
                                                    First_name = Rob

 You can search for records that have a blank (null) value. This is powerful when used in combination with a field-specific search.  Just include the word (none) next to the field name.

Acceptable formats:                 Account_rep=(none)
                                                    Previous_value:(none)