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Searching in Web Client

Basics

The search is the tool of CURSOR-CRM that will help you to find datasets in the database and display them in the Main window. It is also used for creating serial letters, reports or linking datasets (allocation function).

To open the search window click

Search or use the key combination
+
.

Hinweis

The search window is automatically opened with the main window, when you have activated the selection box (down to the left) Open automatically and no single field search has been defined for this information area. You can make this setting for each entity.

Conducting a search

CURSOR-CRM's search runs a selection on all datasets that are saved to an entity in the database. To find what you are searching for in this tremendous amount of data, you should preset search conditions. The search result will deliver all datasets meeting those search conditions. Therefore: The more precise the search conditions, the smaller the list of results.

Hinweis

You may use the wildcards ASTERISC* (represents no or infinite characters) and QUESTIONMARK? (represents exactly one character). By default, an alphanumerical field uses "starts with", a numerical field "equals" and a date field "is between". These relational operators can be displayed (More options >> select) and individually edited for each search condition. To avoid long search times, you must enter at least one search criteria.

The procedure in conducting a search depends on how your search mask and the search switches have been configured.

  1. As user you have the option to display additions flaps and their order in the search mask.

  2. Your administrator can also:

    • set the button
      Search and adopt invisible to you
    • determine the behavior of the ENTER key
      .

Such flexible configuration options allow optimal handling of the search mask the way you are most comfortable with.

Rule:

  1. For a dataset the search result is directly displayed in the detail mask,
  2. for several it is always displayed in list view.
    The only exception: A double-click in the search result list displays the selected entry in detail mask.

The ENTER key

Searching

ENTER key

= button
Search

  1. Enter your search criteria into the fields on the tab Default search.

  2. Press the ENTER key


    OR
    Click
    Search.

    Hinweis

    There is no automatic adaptation to the current level when a dataset is found. Only the search is conducted and the dialog remains opened.


  3. The found datasets are displayed in the search result list. You can reduce the data by using the column filter.

  4. By clicking

    Apply or double clicking on the desired dataset, the datasets are transferred from the result list into the current level.

    Hinweis

    No more search is conducted. The dialog is closed. If there are several hits, there will be no form view of the sorted dataset. To change into form view you have to click the desired dataset. If just one dataset has been found, it is automatically displayed in form view.

    Once you have entered your search criteria you can skip steps 2 to 4 by clicking

    Search and adopt. As result you get the form view on the main window to the first found dataset. With the buttons
    in the toolbar you can switch between the datasets.

Search and adopt

ENTER key

= button
Search and adopt

  1. Enter your search criteria into the fields on the tab Default search.

  2. Press the ENTER key


    OR
    Click
    Search and adopt

  3. The search mask is closed and the search result is adopted to the current level and displayed in form view.


Hinweis

Once you have entered your search criteria you can display the found datasets in the search result list by clicking

Search and limit them, if required, by using the column filter. (Behavior equals '<Enter> key').
It makes sense to hide the button
Search and adopt at this behavior of the ENTER key
. We suppose that the user prefers to directly jump to the first found dataset and also browsing in form view.

Determine data volume

Click the button

Determine data volume to determine the number of data for long search result lists. This function is very helpful when more than 100 visible search results are found.

Editing a search

The definition of a search request is displayed completely on the Edit Search tab. Among other things, this controls which fields are displayed on the Default search tab.

A search request consists of conditions. Datasets that meet those conditions are selected.

In the tree diagram on the flap Edit search, the individual conditions are created and made dependent on the following elements:

Condition

The condition is made of the field description, the relational operator and the value..

Hinweis

A value has to be entered for every condition. Exceptions are conditions with the relational operators is empty, is not empty, no restrictions. The relational operator no restrictions, on an alphanumeric field, acts like starts with, on a numeric field like is equal to, and on a date field like is in between. In searches that are to be saved, conditions can be created without assigning a value this way.

With a double click or with

you can access the condition editing window.

Operator

An operator is a condition on its own. Either all (AND-operator) or at least one (OR-operator) conditions summed up by it must be met. A double click or

will take you to a selection window, where you can switch between AND and OR operators.

Relation

The relation relates to the entity to which conditions are to be queried to. The relation itself, again, is a condition on its own. It checks if there are datasets that meet the underlying conditions. In a “Has” relation, the condition is met when datasets are present. In a “Has not” relation, the condition is met when no datasets are present.

Hinweis

For fields like quote number, project number, inquiry number etc. it is recommended to select the operator has instead of no restrictions. So, instead of *4711, OFF*711 the user can select the data by entering 4711.


Search options

Maximum number of results (max. 10.000)

Here you can pre-set the number of the datasets displayed in the search result. There is a fixed upper limit of 10,000 datasets. If a search would return more than 10,000 datasets, the search is terminated with an error message. In order to have the maximum number of results displayed, enter value -1. Once the set upper limit is reached a message, which can be disabled, appears with the information that more data are available.

Show relational operator

Through this button you can enable and disable the display of the relational parameters for the search result fields.

Extended toolbar

The buttons

Save SQL and
Save XML can be shown or hidden under options, through the selection box Extended toolbar. The default value is switched off.

The purpose is to simplify the search mask. Rarely used functionalities should be moved to the background.

Allow duplicates

With this button the double display of datasets can be enabled respectively disabled.

Cost-based optimization

The function determines the costs (time) of the search and can then abort a search.

Hinweis

This option is only provided when the database ORACLE is used.

System search in default search mask

A system search field can be configured and added over the flap Edit search. That way you can combine advantages of a text-based search, which searches for one or several keywords at the same time on the defined data pool (for example: entity 'Employee') with the search in specific fields.

Another advantage is that several search criteria can be entered in only one search field, without having to enter data into the remaining search fields.

Hinweis

Wildcard search
If you want to select a wildcard search, the wildcards are used implicit and should not be set by the user. In this case, it is a partial-string search.

This is how to insert the search field into the default search mask as separate group:

  1. Open the search window to an entity by clicking


    OR
    Press the keystroke
    +
    .

  2. Click the tab Edit search.

  3. With a click on the

    icon, you add an operator.

  4. Double-click the new created operator node. Preassigned is "all following conditions apply (AND)".

  5. Activate the checkbox Show as group and open group as default. As an alternative, complete the display text. Confirm with OK.

  6. Now click

    in order to add a search condition to the selected operator. As function you select preferably fuzzy search. Enter your display text and confirm with OK.

  7. Alternatively adapt the positioning of the new group on the search mask with

    or
    .

  8. Click

    and enter a name for the search. From now on you have access to the saved search in the search management.
    OR
    Click
    and enter a name for the search. In the myCRM-area you have from now on access to the saved search.

'Add' is subject to the following restrictions:

  • The field can only be added to operator nodes (e.g. "all following conditions apply (AND)").

  • Only one field per operator branch (entity) can be added.

  • The entity to which the field is to be added has to be added to the search index.

Hinweis

Fuzzy-searches can affect the performance of the system.

Creating and saving a search

A search can be created and saved according to your wishes.

Examples:

  • As quicksearch you can open and conduct a search with a single click.

  • You can make it to a default search of the search window.

  • You can save many versions from a search management in the myCRM section with your selection criteria.

The actions for saving and creating a search are shown on the toolbar.

Tipp

Display and activate additional tabs on the search mask (myCRM-searches, more searches) and activate the option display search name in tab (menu/options/user preferences/search window) to be able to get to the available searches faster.


The buttons

Loads standard search

Through this search the standard search is loaded. If there is no default search a generated default search is loaded.

Creates new search

A click on this button discards the currently loaded search and the Generated default search for [Name of entity] is loaded. After that, you can edit this search and save it though the button

Save respectively
Save as under an arbitrary name.

Opens search management dialog

Another dialog opens with this switch which displays a complete list of all searches created for this entity. In this dialog you can load or delete searches, among other things.

Saves current search

Saves the currently loaded search.

Saves current search under a new name

Here you save the currently displayed search under a new name.

Tipp

When assigning a new name place your shortcut to the beginning of the name. This makes search management easier as it can be easier sorted in the search management.

Saves changes to the search with its individual selection criteria in myCRM

If a search is not loaded through the myCRM area the switch to save resp. update the search is provided in myCRM. With that, changes can be directly saved in the same myCRM search entry. It is no longer necessary to manually delete the old entry and rename the new entry.

Hinweis

The button is inactive if the search was not loaded from the myCRM area.

Copies the current search with your individual selection criteria to myCRM

Also for users who don't have the permission to save the search can now save the entered search criteria. To do so, all selection criteria are stored in the myCRM entry when copying the search to myCRM. Then invoking the myCRM entry the former search is loaded, filled with own search criteria and then displayed. Saving selection criteria is also available to new respectively generated default search.

Hinweis

Before saving the search you have the possibility to determine an individual name to the search entry. That way you do not have to manually rename the search entry as you used to.

Before creation of an entry in myCRM you are displayed a dialog which can be deactivated, to show that an action has been made.

Saves search in a XML-document

Clicking on this button opens a viewer, via which you can save the currently loaded search in XML format as a file.

Saves search in a SQL-document

Clicking this button opens a viewer with which the currently loaded search can be saved in SQL-form as file.

There are several ways to create a search. The way depends on your demands.

Creating a search on basis of a generated search

Hinweis

To create a search on basis of a generated search requires extensive knowledge in dealing with conditions, operators and relations. We suggest (if it meets your standard) to open an existing search, edit it and save it under a new name.

  1. Open the search window to an entity by clicking


    OR
    press the keystroke
    +
    .

  2. Click

    and confirm the dialog, which can be disabled, by OK. The search mask <Generated default search for [entity]> opens.

  3. Click the tab Edit search and edit the search.

  4. Click

    and enter a name for the search. From now on you have access to the saved search in the search management. There you can also assign the feature for the quicksearch.

Hinweis

Button

Save currently loaded search is also available. In function it equals in this case the button
Save current search under a new name. However, a new name is recommended as
you cannot save Generated default search.

Creating a search on basis of a search from the search management

  1. Open the search window to an entity by clicking


    OR
    press the keystroke
    +
    .

  2. Click

    Open dialog in search window. The dialog of the search management opens.

  3. By double-clicking on the search
    OR
    select the search and click the
    Show button. The search of your choice is loaded.

  4. Click the tab Edit search and then edit the search.

  5. Option 1:
    Click

    and assign a name to the search and confirm with OK.
    From now on you have access to the saved search in the search management. There you can also edit your features.

    OR

    Option 2:
    Click
    and assign a name to the myCRM search and confirm with OK.
    No new search is created in the search management. In this case all specific selection criteria are detained in the myCRM search reference. When invoking the myCRM
    entry the original search is loaded, filled with own search criteria and then displayed.
    Advantage
    : it is not necessary any more to save each search in the search management as this results in many almost identical searches. Instead, the entry in myCRM is only a reference to the actual search. However, the previously entered search criteria are saved as well.

Hinweis

  1. Search entries in myCRM can be identified with the additional magnifying glass symbol
    .
  2. Once the actual search is deleted in the search management the execution of myCRM is impossible, as the reference to the basing search "clutches at thin air". This is marked with the symbol
    .

Tipp

When assigning a new name place your shortcut to the beginning of the name. This makes search management easier as it can be easier sorted in the search management. In addition you can see in the column to the right the matchcode of the user who has created the search.

If a search is loaded via the myCRM area the button

to save and update the search in myCRM is available. This means that changes can be saved directly in the same myCRM search entry.

Saving and removing default search

If a search is to be generally displayed when opening a window, save the search as default search.

  • Save

To do this, open the Default search menu in the search mask and select Save as user-specific default search. The search is now saved like described above with a name and search criteria assigned by you.

Hinweis

User-specific default searches take priority over group-specific searches and system default searches.

  • Remove

By Removing the user-specific default search the search created by you loses its characteristic "Default search". Unlike deleting, the search remains saved.

Hinweis

As user you may neither save system-specific nor group-specific default searches (options are disabled). If, on the other hand, you would like to use them you can load them through the menu Default search in the search mask any time.

Search characteristics of myCRM-entries

For search entries in myCRM you can configure the default search activities.

  • Start search

Clicking this entry starts the search without you seeing the search form

  • (
    ) Show search dialog

The search form is displayed before the actual search is implemented. By clicking the menu-option the display of the search form is initiated (symbol

) resp. turned off (no symbol).

Hinweis

The marking changes its position after every click. This setting is saved individually per search entry.

If a search has been saved as myCRM search, its characteristics cannot be accessed by other users in the system. If, however, you would like to make a myCRM search accessible to other users you can send them as link.

How to send a myCRM search as link

  1. Move the mouse onto the desired entry in myCRM and click the right mouse button. The context menu becomes visible.

  2. By clicking Send as link the e-mail program opens. The search with its search criteria is automatically added to the content as link.

  3. Enter the recipient and click send.

Search management

In the search management all searches saved to this entity are listed. To manage these searches click the button

Open Dialog in search window.

Hinweis

Being a user can limit the search management by the permission concept in your company. Some characteristics for the searches can only be assigned by your administrator.

To each entity you can create and save as many searches as you like. With these searches you can then do the following:

  • Display
  • copy
  • delete
  • execute
  • (set/remove) permissions
  • copy to myCRM
  • internationalization (translate the name of a search)

In the columns you can view characteristics of searches and assign them (with restriction).

General tips

  • If you are not sure which search is the suitable one or if you want to adjust a search, you can have the conditions to the individual searches displayed in the search window, without executing the search. To a search, click the switch Show. The search window below shows all conditions. When you close the search management you can adjust and implement the search in the search window.

  • You can show your own searches by deactivating the checkbox Show all user searches.

  • If you do not just want to adjust a search but create a search which is based on a saved search, make a copy of the existing search by clicking Copy.

  • If the list of searches is long, you can use column filters.
    e.g. in the column
    Unique.Name you can find your searches with *<YOUR_TOKEN>* if you have previously marked them with your token. You can sort order checkboxes with 0 (zero - inactive) or 1 (active).

  • With a click you can mark a search.

Button

Display

The search management is closed and the selected search is loaded and displayed on the screen.

copy

Creates a copy of the selected search. This copy is added to the end of the table as a new dataset. The name of this copy is composed of the name of the original search followed by a sequential number in parentheses.

Hinweis

The name of the copy cannot be changed.

Tipp

If you nonetheless want to assign an individual name please proceed as described in creating a search on basis of a search from search management. This way you sidestep the copy-switch but you receive the basically required result

delete

Deletes the selected search.

execute

The search administration is closed, the selected search is loaded and then immediately executed.

Rights

Clicking on this button opens a separate window for the Rights manager. Depending on the permission concept in your company you are permitted to / not permitted to determine permissions for displaying and editing the search. If, for example, the write permission to one user group is withdrawn, users of these groups can still execute the search, but they cannot save the search any more under the same name.

Copy to myCRM / myEVI

The selected search is copied to myCRM.

Tipp

The search is inserted into the currently opened myCRM-directory. This is why you should enter the desired area before copying.
If, however, the search has been deposited at the wrong position in myCRM, you can mark there one or several searches to be shifted. After that, click the marked search with the right mouse button and then select the entry Cut from the context menu
(alternatively: Key combination

+
). Then you change into the desired folder and again insert the contents through the right mouse button and the context menu entry Insert (alternatively: Key combination
+
).

Internationalization

A click on this switch opens an individual window with an internationalization table. Here you can (depending on your rights) enter the translations for the names of the search.


Columns

You can assign characteristics to the searches by activating the checkbox.

Name

Name of the search. Must be unique. It is displayed in the title bar of the search mask.

Description

Freetext for a description of the search. This name is displayed in e.g. myCRM

Quick search

This setting can be used to define a search as a quick search.

System search

This column is only for displaying defined searches which are defined as system searches. Users may not make changes to these searches.

Hinweis

Only the administrator can assign the characteristic 'System search' to searches.

Tipp

System searches are only visible when the checkbox Show the system searches to the bottom has been activated.

Search template (special search)

If the checkbox is activated this search is provided in the Pull-down menu through the magnifying glass symbol

in the toolbar as entry in the list of search templates. This list therefore contains searches that you need more frequently and for which (unlike quick searches) a search mask for entering search criteria is initially displayed.

Hinweis

Only the administrator can assign the Search template attribute to searches.

Only in sub window


A search with this characteristic is only available to the user when the entity, to which such a search was created, was loaded as dependent entity to a parent entity.

Background

  1. Searches with this characteristic are therefore also quick searches at the same time. Therefore, no search mask is displayed, but the search is executed directly being called.

  2. Searches with this characteristic are usually very open searches, for example:
    All activities, All activities +/- 21 days... If you run such a search simply as a quick search, you would get a rather large result set. Through the setting 'Only in sub window', the search automatically is restricted to the datasets of the parent entity. This means, All activities implicitly become All activities to business partner X.

  3. The description Only in sub window refers to the fact that these searches can only be displayed when the entity, which they are assigned to, is displayed as sub window to a parent entity.

Hinweis

Only the administrator can assign this characteristic Only in sub window to the searches.

Create User

Indicates the user who has created the search.

Export to Excel

This is how you export data from CURSOR-CRM to Excel:

  1. Open the search to the Entity which provides the data.

  2. Enter the conditions and initiate the search with

    Search. If needed, adjust the results with the Column filter.

  3. In the Edit menu, click

    Export to Excel. Excel is then started and the data from the result list is exported.

Copy result list

You can copy the contents of the result list into the clipboard of your operating system and import into other application files.

  1. Open the search to the Entity which provides the data.

  2. Enter the conditions and initiate the search with

    Search. If needed, adjust the results with the column filters.

  3. In the menu Edit click

    Copy list.

  4. Switch to the other application program and paste the data from the clipboard through

    +
    .

CSV data export

You can export the content of the result list as CSV file.

  1. Open the search to the Entity which provides the data.

  2. Enter the conditions and initiate the search with

    Search. If needed, adjust the results with the column filters.

  3. In the menu click

    Data export. The query is sent to the server.

  4. Once the import is completed you are informed in the quick start bar under
    Completed system jobs
    .
  5. Open the CSV file.
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