8. 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.
Search operates independently from Fast Filters and is not stored within saved filter configurations.
1. Locate the Search Bar: At the top ofAbove the Actions module,table, 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:
1) Filter by Type = Call (show only calls).
2) 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,Esc. thenClearing presssearch Savedoes (ifnot youaffect havestructured filters open) to refresh the table.filters.
Best Practices
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Start Broad: Begin with a single keyword, then narrow using filters if needed.
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Use Unique Identifiers: For exact lookups, searching by full UID is fastest.
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Partial Text Queries: Enter part of a longer note or comment to catch all similar entries.
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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.