Individual search
You can search in more detail for many search types in CAS genesisWorld.
- Toolbar search field with parameters
You can use parameters to search for any data record type and furthermore specify your search.
Searching using parameters
If you use parameters in conjunction with the search term, you focus your search on a specific data record type and maybe additionally a certain field.
- Enter an abbreviation for the data record type before the search term. You can then, for example, search only for tasks, documents or projects. Make sure you leave a space between the abbreviation and the search term. The search term you have entered behind the abbreviation is then searched for in the subject field.
Example: TA test task
- If you do not enter a parameter, the system automatically searches for address data records.
- You can also specify the field you want to search.
Example: TA Category=Request
With that, the search function searches in the Advanced search tab for tasks, the Category is entered in the Table field and request is the Filter value.
Data record type abbreviations
The following data record type abbreviations are valid for the Standard Edition and frequent extensions:
AD - Address
TA - Tasks
RE - Receipts
REP - Report
DO - Documents
EM, EML - E-mail
EX - External services
CA - Campaigns
LE - Leads
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PD - Products
PU - Product usage
PG - Product group
IT - Items
PR - Projects
RI - Risks
RP - Resource plans
EXP - Expenses
SA - Service agreements
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AP - Appointments
PC - Phone calls
HO - Holidays
OP - Opportunities
DL - Distribution list
EVE - Events
JO - Jobs
TR - Time records
TA - Targets
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The following table shows all data record type parameters in the Standard Edition for all languages.
More parameters are available if you are using extensions or your own data record types in your company. Ask your administrator for more information
- Specifying the SmartSearch
If you are using the SmartSearch, you can search in more detail by adding parameters to your search term.
Specifying the SmartSearch
You can specify your search and restrict your search results by adding the following parameters to your search terms.
In- or excluding a search term
When searching using the plus or minus signs, you have to ensure that the plus or minus sign have been entered in front of the search term. If the respective search term is not positioned at the start of the search, then you have to leave a space in front of the plus or minus sign.
+search term
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If you add a plus symbol in front of the search term, the search results must contain the search term.
Example
+summer festival
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-search term
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If you add a minus symbol in front of the search term, the search results must not contain the search term.
Example
-Summer festival
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From..to
Search term..search term
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When entering 2 points between 2 search terms, you can search for data records which are entered between a certain area
Example
Jason...Jonson
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#search term..search term
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If you enter a # in front of the first search term, you search for a specific period. In that way, you find, for example, all contacts with a first contact date between 2015 and 2019.
Example
#2015..2019
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Searching for phone numbers
Search item
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You can also search for phone numbers in CAS genesisWorld Web. You can enter the phone number with or without country abbreviations. If the SmartSearch cannot find the search item in a field with the phone number, other fields are also included in the search.
Examples
+49 123 456789
0049 123 456789
0123 456789
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Search for GUID
Search item
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The GUID is the unique number of a data record which is displayed in the browser URL. You can search this number with the SmartSearch.
Example
0x1A1BCDE1234F5ABC6789D123E4F456789
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Searching for exact character strings
"search term"
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If you add quotation marks around your search term, the search results must contain exactly the string of characters you have defined.
Example
"Summer festival 2019"
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"search term1 * search term2"
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Combine two search terms and search for the exact string of characters by adding an asterisk symbol between both search terms and putting them in quotation marks.
The search results must contain both search terms in the specified order. The content between both terms can be arbitrary and can contain, for example, further words or numbers.
Example
"Summer festival * 2019"
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Combining parameters
"search term1 * search term2" -search term3 +search term4
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You can combine all parameters.
By combining parameters, you can, for example, search for a document which must contain "summer festival" and "2019", must not contain "invitation", but must contain "guests".
Example
"Summer festival * 2019 - invitation +guests
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- Searching with placeholders, jokers or wildcards
When searching with the full-text index, you do not need to insert placeholders as the program searches the beginning (i.e. first characters) of the words.
If you do not exactly know how to write a search term or if you want to search for a certain spelling with differing characters, then placeholders are useful.
Placeholders, jokers or wildcards
Wildcard characters are characters that can be used to represent one or several characters.
- You can use a percentage sign (%) or an asterisk (*) to represent multiple characters.
Han%: Hanson, Hansburger, ...
- You can use an underscore (_) or a question mark (?) to represent single characters.
search term: search term: Cl_rk ‒ result: Clerk, Clark, ...
- If you enter an asterisk or question mark, these characters are automatically replaced.
- To search wildcards use square brackets.
[%] finds %, [_] finds _, [[] finds [ and []] finds ]
- As soon as the search terms are entered with placeholders, the search including the full-text index is automatically disabled and you search with the classic search.
Examples
Search term: M%n ‒ result: Manson, Mason, Middletown, ...
Search term: Cl_rk ‒ result: Clerk, Clark, ...
- Searching for fields that contain placeholders as normal text
Placeholders can represent one or more characters in search terms. Question marks or an underline can also be contained in field values, for example, in the subject field.
A search can then be complicated but not impossible.
The following search enables a pattern search or a search for a specific area.
Placeholders as normal characters
Placeholders are treated as "normal" characters if they are put in square brackets.
The corresponding number values for square brackets on the numeric pad of the keyboard are Alt + 91 and/or Alt + 93.
[%] finds %, [_] finds _.
[%] finds the percentage sign.
[_] finds an underscore.
[[] or []] find an opened or closed square bracket.
Using square brackets, search for an area or perform a pattern search.
[AD] finds all field values which begin with A or D.
[A-C] finds all fields values which begin with A, B or C.
- Defining fields to search in
For data record types which you wish to search, you can define fields and combinations of fields for each data record type.
Searching in individual fields
On Tools menu, click Settings.
In the Fields to search in area, you will see fields and combinations of fields on display, which you would like to search. You can change the settings.
If several fields are available in Fields for the first search term, the search term is searched in all fields that are listed in this area. With that, a search with the full-text index is executed.
- Alternatively, you can search specific search terms only in certain fields.
Then fields are contained in all Fields for the first search term, Fields for the second search term, Fields for the third search term areas.
The fields are then displayed in the Search window, in the Fields to search in drop-down list, separated by commas.
- If you enter only a comma instead of a search term in the Search window, the field is skipped.
Example: Name, Company, Town
If you enter Juan,,Barcelona, then Juan is searched for in the Name field and, Barcelona in the Town field.
If you enter ;Juan, then the name is searched for only in the Company field.