There are two big changes you will first notice about the search function:
The search icon has been removed from the left side vertical menu
There is a new "Search Anything" button in the top menu bar (top left) and it will appear on all pages.
Next to it is a hyperlink of "Advanced Search" - this is where you can access the old search function to perfom searches using filters, and to export search results to excel.
The new SMART SEARCH function explained:
Access this search function from the "Search Anything" box at the top left of all pages.
Using this function you can search for anything in Darzin - words that might exist in an interaction or in the about field for a stakeholder for example. You can search using partial information (such as part of an email address).
The search results will display in a new left menu and will include all items that meet your search criteria. (Hint - look at the ID field at the top of the search result item to know if it is a stakeholder, interaction, etc. The prefix before the ID will give you a hint eg STK is for Stakeholder, CPT is for complaint, TSK is for Task and INT is for Interaction. SUR is for Survey.
The search results will remain on the left as you navigate between records so you can easily have a look at hte records returned in the search results.
Technical details for SMART SEARCH
"Standard search" - is is the search that is run on most fields. In this case the field will search for words and numbers only, symbols are ignored.
"Symbol search" - is applied for some relevant fields only (for example document number, subject of interaction, users names and logins, property addresses, mailing address, Organisation, stakeholder contact details).
Searching for partial words - the words in the search string must match beginnings of any words in a field. Symbols are ignored. E.g. search string "chic mic" matches following fields:
-- Michael Chicatelli
--Chicago is near Lake Michigan
--Chickens are tasty. Mice are not.
Searching for multiple fields: the search looks to match the words in your search query. For example:
Search string "54\22-11 donald" matches
Interaction with the following fields:
- DocumentNo: "54\22-11231"
- Text: "Donald Trump is the US President"
Search string "Thomas allison noise" matches
Complaint with the following fields:
- Properties: "201/24 Thomas St, Chatswood NSW 2067, Australia"
- Stakeholders: "Allison Hendricks, Matthew Cooney
- Subject: "Excessive construction noise"
Search string "Chatswood darzin" matches
Property with the following fields:
- Name: "Darzin Software"
- Address: "201/24 Thomas St, Chatswood NSW 2067, Australia"
Search string "michael king los angeles" matches
Stakeholder with the following fields:
- Name: "Michael Jackson"
- About: "King of pop music"
- Address: "Holmby Hills, Los Angeles, CA"