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Search for a record inside a unit or across the whole system

Search inside a unit with the search box, or search all units, messages and comments with global search. Search handles Arabic spelling differences, such as hamza forms and taa marbuta.

3 min

Steps

1
Inside the unit, type in the Search records... box.
2
In a saved view, the search applies on top of the view’s filter.
3
To search the whole system, use global search, and type at least 2 characters.
4
The results show in groups: records by unit, Messages and Comments.

What it searches

All text, long text, email, mobile, WhatsApp number and serial number fields. The search is “contains”, so part of a word is enough.

Mobile numbers: type 6 or more digits to match a number, whatever its spaces and symbols. Arabic-Indic digits, such as ٠٥٥, are understood.

Arabic: «أحمد» and «احمد» match, as do «ى» and «ي», and «ة» and «ه». Diacritics and tatweel are ignored. English isn’t case-sensitive.

Recent records

Global search shows the last 6 records you opened in the past 30 days, under Recently opened. Records you’ve lost access to are removed automatically.

If something goes wrong

What you see
Why
What to do
It doesn’t find the record
The record is outside your permissions, or the value is in a field that isn’t searched, such as a select field.
“Type at least 2 characters to search”
You typed 1 character in global search.
Add a character.

A real example

Basma Clinics
The situation

A patient calls and gives only the last digits of their mobile number.

What they did
  1. The employee typed 7 digits of the number in the search.
The result

The patient’s file showed straight away, even though the number was saved with spaces and the country code.

A made-up company, to show the idea. The numbers are rounded.

Good to know

Search inside a unit is up to 200 characters.
Global search needs at least 2 characters, and shows up to 20 results per group. If a note says there are more, narrow your search.
Every part of the results follows your permissions.
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