Audience:
Introduction
This guide is intended to show how to best use the global search box in the Engage system. From searching a client to a volunteer and practically any other data in Engage, it can be located by simply using the global search box found on the top of every page. This guide also covers how to narrow the search results in order to find the most relevant information.
Table of Contents
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Features of the Global Search Box
- Displayed prominently on the top of the page
- Includes a simple prompt “enter a keyword here…”
- It appears on almost every page in Engage
- Character Limit: 255
- Returns results that list up to 10 suggested records that match your search term(s)
- Ability to use Enter/Command key, click the Search button to start the search, or select from drop down results list
- Search results include spelling corrections to common words
- Results are sorted by relevance showing the closest matches to your search at the top
- Sort results by clicking the column headers
General Use
1) On the SCORE Engage Home page, use global search to search for a Contact.
2) Enter a keyword (ex: first name, last name, full name, email address)
3) Click the Search button.
4) On the results displayed, click the name to view the record details.
Tips in Searching
Search Clients by any of the following terms: First Name, Last Name, Contact Type, Email, Phone and Account Name.
Search Volunteers by any of the following parameters: Contact Name, Contact Type, Email Address, Phone Number, Account Name (Chapter Name), Position, Classification, Expertise, any text entered in the Subject Matter Expert field, any text entered in the Profile Summar (How Can You Help SCORE Clients?),
Searching by Nickname: Results include similar names, like Mike for Michael.
Search by using singular and plural forms: rental vs rentals
Use these Boolean expression:
Use + e.g. rental+ will pull both singular and plural forms
Use * e.g. eco* will pull up results with the following you’ll get items with ecommerce, ecology, economics, and other similar matches
Use ? e.g. col?3 will get youcolor, colour, colorize, etc.
Search a Client
1) From the SCORE Homepage, use the global search field on the top of the page.
2) Start typing the client’s name or email address.
3) If the client’s name appears in the suggested records, click their Contact record to view it.
4) If you're looking to check if the client already has an existing mentoring request but do not see anything under the Mentoring Requests related list, click the Add/Edit Session button.
Note: For additional information, please view this Video Recording: Session Activity and Team Member Info.
Search a Volunteer
1) On the SCORE Engage Home page, use global search to search for a Contact.
2) Enter the volunteer’s name, expertise, subject matter expertise, etc.
3a) When searching by name, you can select the contact record from the suggested records.
3b) When searching by a keyword such as a subject matter expertise or background, enter the keyword completely on the global search box and click Search.
4) After the system does a full lookup search on all searchable fields in Engage, you will see all matching results. Results are sorted by relevance to show users the best results at the top. You can sort these results by clicking the column headers.
5) When you have numerous matches, you can refine your search by using any or all the fields found under Refine By.
6) Then, click the volunteer’s name on the Contact Name column to view their profile.
Search a Chapter
1) Use the global search box to search for another chapter.
2) Start typing the chapter’s name.
3a) If the chapter’s name appears in the suggested records, click the Account record to get to the account page.
3b) If your keyword has more than one potential match, then continue to enter your keyword and click Search. Then continue to step 4.
4) Modify your results by changing the search to only search in Accounts types. Then also refine your results to only show Account Type: Chapter.
5) Click the chapter’s name on the Account Name column to view the chapter’s Account Details page.
Comments
2 comments
2/24/2023 - Updated tips for searching and how to search clients in Engage steps. Removed outdated video recording.
3/23/2023 - updated to add more tips when searching.
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