Difference between revisions of "Intelligent Search"
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** Support Tickets: Ticket ID/Mask or Subject | ** Support Tickets: Ticket ID/Mask or Subject | ||
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[[File:intelligent_search_show_more.png|thumb|Show More Results]] | [[File:intelligent_search_show_more.png|thumb|Show More Results]] | ||
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Automatic searching can be toggled off using a slide toggle button located towards the bottom of the intelligent search results pane. Disabling search as you type will persist for the duration of your current admin session. When search as you type is disabled, you must press enter to initiate a search. | Automatic searching can be toggled off using a slide toggle button located towards the bottom of the intelligent search results pane. Disabling search as you type will persist for the duration of your current admin session. When search as you type is disabled, you must press enter to initiate a search. | ||
Revision as of 13:28, 19 December 2018
Intelligent Search is a feature of the WHMCS admin area that provides system-wide search functionality via a single unified search box.
Contents
Performing a Search
To perform a search, simply click into the search box located in the top right of the WHMCS admin area interface and enter a search term.
By default, searches are performed as you type and will search automatically once three or more characters have been entered and typing has stopped, or the enter button on your keyboard is pressed.
Keyboard Shortcuts
- Enter/Return: Perform a search
- Escape: Close the search results
Search Types
- Numeric searches - Entering a numeric search term will trigger searching for Client IDs, Contact IDs, Service IDs, Domain IDs and Invoice IDs as well as Clients with Credit Cards Last Four Digits. There is no minimum length restriction.
- Alphanumeric searches - Entering a search term containing letters and numbers will trigger searching of the following field types. Note that the minimum search term is 3 characters.
- Client & Contacts: Name, Company Name, Email Address, Address, Phone Number
- Service & Domain: Domain Name, Username, Dedicated IP, Assigned IP, Notes
- Invoices: Invoice ID or Invoice Number
- Support Tickets: Ticket ID/Mask or Subject
Search Results
Search results are grouped into categories.
By default, the first 10 results will be displayed. If more than 10 results are available, a "Show More" link will be displayed. To view any additional results, click on this link. Only one category can be expanded at a time in this way.
Disabling search as you type
Automatic searching can be toggled off using a slide toggle button located towards the bottom of the intelligent search results pane. Disabling search as you type will persist for the duration of your current admin session. When search as you type is disabled, you must press enter to initiate a search.
Additional Search Results with Hooks
Apps and module developers can integrate with intelligent search using the Hooks system. Results from these will be grouped together in the "Other" category'.
Developers can find documentation relating to this functionality in our Hook Documentation.