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Searching Using Keyword Search
You're a new Sales Representative with Panoply Technologies and you have heard that one of Panoply’s existing customers has put out a tender for software services. You know that the company name contains the word healthcare and that the name of the person to contact has either a first or last name starting with dav. With this information, you should be able to narrow down your search for the appropriate contact person using a keyword search.
To perform a keyword search:
- Right-click or hover over the Find menu button. The Pop Out list is displayed.
- Click Keyword Search from the pop out list. The Keyword Search page is displayed.
- Type dav% and healthcare in the What Would You Like To Search For? text field.
- Note: You can click the question mark button next to the Keyword Search field to view some examples of how to use keyword search.
- You can select a specific entity check box to restrict your search to that entity. Alternatively, you can specify that all primary entities should be searched by selecting the Select All check box. For this example, select the Person entity check box to limit your search to that entity. Note: If you do not select any check box, no records are returned.
- Click the Find button. Your search results are displayed. Note: If the records found cannot all be presented in the initial list of results, you can click the hyperlink in the Results panel or on the View All link that will be displayed under the results list to view the full search results.
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