Using SpeedSearch

Enter search information in the SpeedSearch box in the . Click SpeedSearch.

If necessary, define the search criteria. If opened from the menu bar SpeedSearch this information may already be completed.

Specify the types of records to search, click the drop-down arrow to select the check boxes of the record types.
- To clear all check boxes clear the Clear or Select All check box.
- To select all check boxes select the Clear or Select All check box.
  Note:
  - The previously selected options remain selected.
Specify the search criteria in the SpeedSearch field. As you type, a list of matching options displays based on the selected record types.
Note: To search based on only the first few letters, type the first few letters, and then add an asterisk to return records starting with the specified letters.

Click SpeedSearch.

View the search results for each of the selected record types.

To see the matching information place the mouse over the number link in the Matches column.
Click the Name column link to open the detail view of the record.
Click the Minimize icon to collapse the results of any record type. Click the Maximize icon to expand the results.
You also can:
- Sort records: Click the column header you want to use to sort your list. To change the direction of the sort, click the column heading again. All columns cannot be sorted.
- Show or hide columns: Click Add and select the check box of the columns to appear in the grid and clear the check boxes of the columns you want to hide in the grid. When finished, click Close to close the menu. By default all columns are visible until hidden.
- Move columns: Click the column you want to move and drag and drop the column to the new position in the grid.
- Resize columns: Click and hold the column divider and drag to the size you need

Note: If you experience problems opening or using SpeedSearch, contact your Infor CRM SLX Administrator. SpeedSearch configuration and troubleshooting information is available in the Administrator Help.

Set additional search options.

Click Maximize to show additional search options.
Click Minimize to hide additional search options.
Click the Maximum Results option and select the maximum number of results to display per record type.
Click the Search Method option drop-down arrow and select one of the following options:
- Match on all words (AND): The search only locates items containing all of the keywords. The search ignores words for example and, the, and a.
- Match on any word (OR): The search locates items containing at least one of the keywords that user entered.
- Match the exact phrase: The search only locates items containing all of the keywords appearing together exactly as you entered them in the Keywords box.
- Boolean (AND, OR, NOT): The search uses straight search logic to locate items containing the keywords for example and, the, and a.
- Natural Language: If you type a sentence in the Keywords box and this option is selected, the search explains the sentence to determine which keywords to locate. Natural language searches may take longer than other searches.
Under Search Options select any of the following options:
- Root: The search looks for root words in addition to any keywords you entered containing prefixes, suffixes, or alternate verb forms. For example, if you entered printing then this also searches for print.
- Thesaurus: The search looks for synonyms in addition to the keywords you entered. For example, if you entered customer then this also searches for client.
- Sounds Like: The search looks for words that sound similar to the keywords you entered. For example, if you entered Smith then this also searches for Smythe.
  Note: If you use the Match the exact phrase search method and any of the three options: Root, Thesaurus or Sounds Like, there is a possibility that the search may return more records than you intended. To find specific records, use large phrases with more descriptive words and clear the three check box options.