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You are here: Home / Entry / Structure of the surface / Content sidebar / Quicksearch
Entry
Quicksearch
Quicksearch at the top of the sidebar allows you to quickly search and filter tasks, emails, properties and contacts.
- Addiction depth: You can search for individual data or by combining several criteria. The more fields you fill in, the more precise the search result will be.
- Detailed search: If the quick search fields are not sufficient, you can use the “Detailed search” button to access the extended screen.
- Configuration: The search fields for addresses and properties can be customized under Administration → Input fields . The fields for e-mails and tasks are fixed and cannot be changed.
Procedure: First select the category (properties, contacts, emails or tasks) in which you would like to search using the corresponding icon and then enter your search terms.
The search fields displayed in Quicksearch can be freely configuredfor contacts and properties via the . The search fields for e-mail and tasks cannot be customized.
First determine whether you want to search for properties, contacts, emails or tasks by clicking on the corresponding icon.
If you want to search for one or more contacts, click the contact icon in Quicksearch. This gives you the possibility to search the contact data e.g. by customer number, name, street, city, email address etc.
When searching via the ‘Name’ field, you can enter a first name, surname or company name. The input length is limited to 100 characters.
You can directly select your saved filters via the “Filter” selection field, the result is displayed in the list view. The “Filter” button is intended for creating a quick filter.
If you want to carry out a property search, click on the property symbol in the Quicksearch. With this quick search you can search for a property e.g. by property number, street, town, country or owner. The search in the Street field also finds streets that consist of only one letter and one number. The input length is limited to 100 characters.
You can directly select your saved filters via the “Filter” selection field, the result is displayed in the list view. The “Filter” button is intended for creating a quick filter.
onOffice mailboxes / external IMAP mailboxes
onOffice mailboxes and external IMAP mailboxes can be searched per folder by sender, content and subject.
Please select the mailbox and the folder to be searched. Enter your search term or terms under Sender, Subject or Content. You can use the detailed search to refine your search.
The search results for emails are not displayed in a separate window, but are shown as a list in the preview window.
“Detail filter” shows your email filter.
Office 365 mailboxes
In Office 365 mailboxes, you can search across folders (not across mailboxes). During the search
- Sender / recipient
- Subject
- Content
Includes.
The “Trash” and “Spam” folders are excluded from the cross-folder search.
Enter your search term(s) in “Search all emails”. The results are displayed as a list, with the search terms highlighted in color. The search terms are shown above the list.
A targeted search for specific criteria such as subject or folder is still possible using the detailed search.
Here you can search for the task number, the task description or the task subject. It is also possible to search for the project, the status, from which user the task originates or for which user the task is intended. The input length is limited to 100 characters.
Search
Display of search results
The display depends on the number of results found:
- Single hit: If the search criteria result in exactly one match, this data record is automatically opened directly.
- Multiple hits: If there is more than one possible result, a list of search results is displayed in a separate window for selection.
- The search terms currently used are displayed on the left above the list under “Search for:“.
- Direct hits are highlighted in color: In this case, the search term matches the input exactly (e.g. a search for “Otto” finds the first name “Otto”).
- Partial hits follow after the direct hits. In this case, the search term is part of a word (e.g. a search for “Otto” finds the first name “Ottokar”).
- Sort by: Within these categories, the results are sorted alphanumerically according to the criterion you have selected.
The results list behaves almost identically to the main modules (properties,contacts, tasks):
- View options: You can switch between table, tile and presentation view (properties only).
- Navigation: Functions such as scrolling, sorting and setting the entries per page are available as usual.
- Customization: Which columns appear in the list is determined centrally in the administration.
- More actions & printing: To print results or perform further actions, select the desired data records using the checkboxes (right) and select “Print” or “Further actions” in the action bar.
- Special feature e-mails: The display of the e-mail search results differs from this standard layout (see above, E-mail tab)
Detailed search
Filter
Using the Quicksearch you can also quickly and easily create a filter for contacts or properties. Specify the desired criteria and click on “Filter”. A filter is created and the main contact list with the newly created filter is displayed.
Via the filter dialog in the toolbar, you can select “Edit filter” and adjust the filter or save it directly under a separate name for future use. You can find more information about filters here for contacts or here for property.
Detail filter
If you are looking for several data records or property records, it is recommended that you create a filter. By clicking on Detail filter you can directly access the filter function of the individual modules. There you can create a filter, which you can use in the future. You can view the exact filter creation for contacts, property or emails .
Quicksearch – Settings
All options at a glance:
- Observe filter: If the check mark is set, active filters or worklists will be considered when searching via Quicksearch.
- Include non-active ones: If the check mark is set, not only active but also archived records are included in the search.
- Empty the stock exchange field after the search: Exchange field for the MLS is not emptied if this setting is not activated.
- Search results in new window: If the check mark is set, search results are opened in a new window. The current view is retained.
- Leave result window open after clicking: If the check mark is set, the results list window remains open even if you have selected the record you are looking for from the results list and opened it by clicking. If the check mark is not set, the results list window is closed as soon as you have opened the record you are looking for by clicking on it.
- Automatic placeholders: If the check mark is set, a fractional input already leads to suggested results. For example, you can enter “uttgar” in the Location field: the results list now shows results that contain the fragment you are looking for in the Location field (Stuttgart). If the check mark is not set, an exact entry is required.
- Note the view: If you activate this option, the Quicksearch window changes automatically. If you open the contact administration, the Quicksearch selection also jumps to “Contacts”. However, the default setting remains independent of the module as before.
- Automatically close sidebar after search: If the check mark is set, the sidebar is automatically folded up after the search.
