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The TRACT search bar is a convenient way to search for billing accounts. You can search by account name, email address, account record, and more.
How Do You Access Search?
Use the Search Bar above the workspace. The search bar is always available no matter which workspace you are viewing.
What Happens When You Search?
There are two types of search:
- Basic Search looks for your search string in certain customer account fields. If your search string is found anywhere in those fields, then that account record is returned in the results. This type of search can return many records.
- Advanced Search looks for your search string in only one specified customer account field, and can therefore return narrowed results.
If a search returns only one billing account record, the billing account opens to the account workspace. No search criteria will pull up all records.
A Basic Search looks for your search string in the following customer account fields at once:
- Account Name
- Account Number
- Primary Email
- External Account ID
If your search string is found anywhere in those account fields, that customer account is returned in the results.
An advanced search consists of terms and operators. There are two types of terms:
- Single terms such as a single word—Jones
- Phrases such as a group of words surrounded by quotation marks—"David Jones"
Multiple terms can be combined together with Boolean operators to form a more complex query. Examples of operators are: AND, OR, and NOT.
Note: Operators must be ALL CAPITALS.
|AND||The AND operator matches records where both terms exist anywhere in the searchable fields: account name, account number, primary email, and external account ID. For example, "David" AND "Jones" would find records in which both names David and Jones exist in the searchable fields.|
|OR||The OR operator is the default conjunction operator. This means that if there is no operator between two terms, the OR operator is used. The OR operator links two terms and finds a matching document if either of the terms exist in a record's searchable fields. For example, "David" OR "Jones" would find all records in which David or Jones exists in the searchable fields. It would also find Don Jones and David Johnson.|
|NOT||The NOT operator excludes records that contain the term after NOT. For example, "Jones" NOT "David" would find records that include Jones but not David.|
You can perform an advanced search by entering a data field name along with a search term. Field names are visible as table column headers in the search results table. Separate multiple words in the field name with an underscore (_) followed by a colon (:) and then enter the search term. You can use any table column header as a field name for search. You can also combine a field name with search terms and operators.
Example search queries:
- account_name: Jones
- account_number: 1384 OR 1456
- primary_email: email@example.com
- external_account_id: TVC19
- status: (NOT active)