Table of Contents
Updated by Morgan Wynnes
How To Use Global Search
Global search is a very useful tool that can help you quickly find everything you need to know within Sonar. There are 2 ways to open up the global search bar, from within any screen in Sonar:
- By quickly pressing the SHIFT button on your keyboard twice (SHIFT + SHIFT)
- By clicking the magnifying glass icon from the top right-hand corner of the screen within Sonar (highlighted in image below)
Once you have entered in your search phrase, all exact matches and any potential matches will be displayed in the search results list. By using the arrow keys from your keyboard, you can navigate through the results list - hitting ENTER from your keyboard will bring you to the screen for that particular result. By default, the selection is on the first result in the list (highlighted in the image below); so without further navigating, hitting ENTER will launch into the first item in the results list.
To exit out of the global search bar, either press the escape key from your keyboard twice quickly (ESC + ESC), or click the "X" in the top right corner of the search bar.
All exact matches and potential matches for all entities (contacts, accounts, serviceable addresses, etc) will be brought up in the results list on the left-hand side when performing a global search. This also includes MAC addresses, even non-inventoried MAC addresses, as well as RADIUS accounts. The Urls section will also display any links to pages/screens within Sonar that contain all or part of your search phrase, and is also displayed on the left side of the results list. The right-hand side of the results list will display an overview of key information for an account/contact, if one is found as a potential match.
For example, in the image below, the phrase "bil" was used to perform a global search. This resulted in all entities containing "bil" to be displayed, along with multiple links to screens within Sonar that contain "bil" as well. On the right-hand side of the results list you can see an overview of the account information for the first potential match found - that of Bill Smith. When a potential contact or account match is found, numerous details are displayed right within the results list - including any associated inventory items and any activity (which cannot be seen in the below photo).
From within the results list, you will also see 2 icons - the globe (pictured below, on the left), and the phone (pictured below, on the right). The globe icon will appear for nearly all search results, and clicking on it will take you to the specific page for that result. The phone icon will only appear when searching for accounts, and allows you to start a call log for that account simply by clicking on it.
Clicking on the phone icon in the above example would result in the call log window appearing, as can be seen below. For more information on call logs, including how they work and best practices for using them, refer to the Call Logs: General Best Practices article.
Global Search Filter Keywords
There are a few entities within Sonar that can be searched for by id, using global search filter keywords. Those keywords are below:
Therefore, if you know the ID of the entity, you can quickly pull up all of the information about it. Searching for any of the above entities by ID will display a preview of detailed information for that particular entity on the right-hand side of the results window.
For example, if Keegan Schimmel calls in (who belongs to account #6), we can type account:6 and have all key information regarding his account brought up through the results window:
From just typing his account number, we are provided with all of the details about his account (account status, type, activation date, balance, next bill date, etc) but can also see the current amount due on his account now, any billable data usage, the serviceable address attached to the account, any items assigned to the account, and the account activity log. From within this window we could also click the globe icon to navigate to the account page, or start a call log and even create a ticket with just a few clicks.