Smartstaff
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====Updated Advanced Search with a New Multiple Search Option in a Single Condition====
Added new functionality to the Advanced Search in list views where you can search for multiple exact value matches in a single condition. For example, you could search for multiple contacts by email address. To do that, go to '''Menu Icon''' > '''People''' > '''Advanced Search''' > Select '''Email''' for the standard field > Select the '''Multiple''' option and enter email addresses delimited by a semi colon ( ; ).
<u>'''Note:'''</u> it is an OR search between values and the values must be an exact match. This functionality is available for fields like '''Application Name''' but not available for fields with pre-defined options like a select one or date fields.
<!--120758 - Enhancement, Multiple entries in Advanced Search for Contacts-->
====Added Optional Fuzzy Search Functionality in Advanced Search====
Added the ability to make fuzzy searches using Soundex in the '''Advanced Search'''. Soundex helps English language speakers find records that have a minor difference in spelling. For example, if the user searches the keyword "strokes" it will return records with values equal to "stroke", "strokes", "stroka", "stroko", etc. but it will NOT return values that contain these words as part of a bigger string (e.g. "strokes test"). To use this new feature, navigate to a list view, click into the '''Advanced Search''', select a text-based field and select the new option '''Soundex''' from the operator dropdown.
<u>'''Note:'''</u> Numeric and date fields are not supported and neither are fields with predefined options. For more information on Soundex, [https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundex view the documentation guide].
<!--122567 - Fuzzy Search through API-->
→Global System Upgrades
[[File:2021-07-ticket-113295-1.png|thumb|none|800px|The Text Box – Text Multiple Lines custom field set to Note Entry mode as seen on a record.]]
====Enhanced List View Searching with New Search Options====
Advanced Search for list views have been enhanced with multiple search options in a single condition as well as phonetic searches. You can now use Advanced Search in list views and search for multiple exact value matches in a single condition. For example, you could search for multiple contacts by email address. To do that, go to '''Menu Icon''' > '''People''' > '''Advanced Search''' > Select '''Email''' for the standard field > Select the '''Multiple''' option and enter email addresses delimited by a semi colon ( ; ). Additionally, you can also make phonetic searches using Soundex in the '''Advanced Search'''. Soundex helps English language speakers find records that have a minor difference in spelling. For example, if the user searches the keyword "strokes" it will return records with values equal to "stroke", "strokes", "stroka", "stroko", etc. but it will NOT return values that contain these words as part of a bigger string (e.g. "strokes test"). To use this new feature, navigate to a list view, click into the '''Advanced Search''', select a text-based field and select the new option '''Soundex''' from the operator dropdown.
<u>'''Note:'''</u> When using the Multiple search option, it is an OR search between values and the values must be an exact match. This functionality is available for fields like '''Application Name''' but not available for fields with pre-defined options like a select one or date fields. For phonetic searches, numeric and date fields are not supported and neither are fields with predefined options. For more information on Soundex, [https://dev.mysql.com/doc/refman/8.0/en/string-functions.html#function_soundex view the documentation guide].
<!--120758 - Enhancement, Multiple entries in Advanced Search for Contacts-->
<!--122567 - Fuzzy Search through API-->
===Minor Updates===
To make it easier to find workflow emails in the '''System Emails''' list view, additional information was added to the '''Name''' column. You can now search workflow emails on '''Task ID''', '''Workflow ID''', '''Task Number''', and '''Task Description'''. Go to '''Menu Icon''' > '''Global Settings''' > '''Communications''' tab > '''System Emails'''.
<!--115635 - Email template overview modification-->
====Extended 'Save As' Option to Save & Submit Buttons====
