Search

SmartSearch looks for words across dotPulse: projects, tasks, contacts, files and more, all at once.

Search from any page

1. Click the Search box in the top bar.
2. Type a word.
3. Press Enter.

dotPulse opens the SmartSearch page with the results.

You can also open SmartSearch from the modules menu, if your administrator has put it there, and search from the box at the top of that page.

Read the results

Results are grouped by kind of item, such as Projects, Tasks or Contacts, with the number of matches in brackets. Each result shows the first fields of the item, with the words you searched for highlighted. Click a result to open it. The last line gives the Total records found.

Results follow your permissions: you only get items from the modules and records you may view. Private events of other people are left out.

What is searched

Group	What dotPulse looks in
Companies	Name, address, website, email and description.
Contacts	Name, title, company, type, email addresses, address and notes.
Departments	Name, address, website and description.
Events	Title, description, and start and end dates.
Files	File name, description and type.
Files Content	The words inside uploaded files that dotPulse has indexed. A result opens the file.
Forums	Forum name and description.
Forum messages	Message title and text.
Projects	Name, short name, description, web addresses, and the names and details of the project's contacts.
Task logs	Summary and description of the work logged.
Tasks	Name, description, web address and custom fields.
Tickets	Author, recipient, subject, body and other ticket details.
Users	Login name and signature.

You only see the groups for modules you can open, so your list may be shorter.

Search for several words

Type several words separated by spaces, commas or semicolons.

• By default, a result matches if it contains any of the words.
• Tick All words to get only results that contain every word.

Words match anywhere in a field, including inside longer words: searching for plan also finds "planning" and "airplane".

Tip

Search for plain letters and numbers. Characters such as . * ( and ? have a special meaning in the search and can give unexpected results.

Search only some modules

1. Tick Modules selection. A list of the groups appears.
2. Tick the groups you want, or use Select all and Deselect all.
3. Click Search.

Advanced search

Tick Advanced search to get more options:

• Four search boxes (1 to 4). Each box's words are highlighted in a different colour in the results, so you can tell which word matched.
• Ignore case: ticked by default, so Report also finds "report". Untick it to match capitals exactly.
• Display all fields: show every field of each result instead of the first two.