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7. How to Search the Actions Table

The Search bar lets you quickly find individual actions by typing keywords, UIDs, client names, or text snippets. Unlike filtering (structured queries by date, type, etc.), Search performs a free-text lookup across multiple columns in real time.

1. Locate the Search Bar

At the top of the Actions module, next to the Filter button, you’ll see a rounded Search… input.

2. What the Search Covers
By default, typing into Search will match against these columns:
Column Example Matches
UID ca00000u, CA000012
Type Note, Call, Comment
Client Client’s first or last name (e.g. “Smith”)
Text Any portion of the action’s text body

Tip: Search is case-insensitive and supports partial matches (e.g., “morga” finds “morgan”).

3. Performing a Basic Search

Click in the Search… field.
Type your query (e.g., nicklaus or ca00000a).
As you type, the table filters instantly to show only rows containing that term in any searchable column.
4. Combining Search with Filters

Search + Filter gives you ultimate flexibility. For instance, you can:

  • Filter by Type = Call (show only calls).
  • Search for “xavier” to see only call records made to client xavier.

To clear the search, click the × icon inside the search field or press Esc, then press Save (if you have filters open) to refresh the table.

5. Best Practices

  • Start Broad: Begin with a single keyword, then narrow using filters if needed.

  • Use Unique Identifiers: For exact lookups, searching by full UID is fastest.

  • Partial Text Queries: Enter part of a longer note or comment to catch all similar entries.

  • Combine Terms: While the search itself doesn’t support multiple terms joined by AND/OR operators, you can type a phrase (e.g., morgan invoice) to match rows containing both words anywhere in the record.

With these steps, you can swiftly drill down to any Action—whether it’s a specific note, call log, or comment—by simply typing in a few characters, making it easy to locate records without navigating through pages of data.
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