Universal Search

This powerful ‘hub’ in Elite allows for both search and creation of things like Contracts, Operators, and more.

When an option (other than All) is selected, you can type in search criteria and see immediate results to select from. Selecting <enter> will display a ‘Search tab’ on the dashboard for the selected option.

Search in Elite is more ‘Google-like.' It searches against several fields using ‘contains’ logic, so the search returns tend to be broader than Core search. In other words, while Core search provides a wide, inclusive set of results through simple matching, Universal search offers a more refined, ranked list of results using advanced algorithms to enhance relevancy and user experience.

Here are the fields searched against:

Call Log

• Name
• Contract Name
• Operator Name
• Customer Name

Contact

• Name
• Email
• Phone
• Mobile
• Customer Name

Contract

• Name
• Customer Name
• Customer Zip
• Jobsite Name
• Job Number
• Job Po

Customer

• Name
• Address
• Phone Number
• City State
• Zip Code
• Customer Number
• Key

Group

• Name

Item

• Key
• Header
• Name
• Part Number
• Lookup
• Item Num

Jobsite (Location for Global)

• Name
• Customer Name
• Address
• City State
• Zip
• Company
• Phone Number
• Contact
• Description

Operator

• Name
• Sales Rep Name
• Email
• Employee Number

Sales Rep

• Name
• Operator Name
• Email

Stores

• Name

Territory

• Name
• Description

Vendor

• Name
• Address
• City State
• Zip
• Account Number