How keyword search works within modules and how to reset filters.
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The Different Search Engines
First, note that some modules have a more powerful keyword search engine than others:
Modules | 🔎 Basic | 🔬 Advanced | 🧷 Keyword indexing in attachments |
Candidates | ✅ | ✅ | ✅ |
Resources | ✅ | ✅ | ✅ |
CRM | ✅ | ✅ | ❌ |
Opportunities | ✅ | ✅ | ❌ |
Actions | ✅ | ✅ | ❌ |
Products | ✅ | ✅ | ❌ |
Projects | ✅ | ❌ | ❌ |
Billing | ✅ | ❌ | ❌ |
Purchases | ✅ | ❌ | ❌ |
Activity & Expenses | ✅ | ❌ | ❌ |
Other Modules & Apps | ✅ | ❌ | ❌ |
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Basic Search
Modules with a "basic" search function allow searching in the title/reference of the relevant cards. This search function is stricter as it does not tolerate approximate or partial searches.
Example: If you type "Donald" you will not see the result "MacDonald" appear. However, if you type Mac or Mac* or *Donald, you will see it. Here are some operators available in basic searches:
* : the word can be truncated => exem*
? : a letter of the word can be truncated => ex?
~ : the word can be similar => example~
" " : the word / phrase is searched literally => "example1", "example2 example3"
Tip
If you can't find a card, don't hesitate to add a * before and after your word (ex: *word*). Sometimes the result doesn't appear because a preceding/following character interferes.
Advanced Search
The Candidates, Resources, CRM, Actions, Opportunities, and Products modules are equipped with a "Key words" filter allowing full-text searches across all cards in the relevant module. You have several features available to refine your searches.
How Keyword Search Works
Here is the list of operators available:
+{expression} : expression must be present in the result
-{expression} : expression must not be present in the result (equivalent to NOT {expression})
{expression1} OR {expression2} : the result must contain expression1 OR expression2 (equivalent to {expression1} {expression2})
{expression1} AND {expression2} : the result must contain expression1 AND expression2 (equivalent to +{expression1} +{expression2})
{expression1} AND NOT {expression2} : the result must contain expression1 BUT NOT expression2 (equivalent to +{expression1} -{expression2})
What is an {expression}?
An expression can be a word, a phrase in "" (exact expression), or a set with ( )
Quotation marks (ex: "project manager") allow you to search for an exact expression.
A word (ex: "Developer") allows you to search for lots of words with the same meaning.
A set of words without quotation marks (ex: project manager) will be interpreted as several words separated by an OR operator.
Parentheses allow you to search for combinations (ex: Developer AND (Angular OR "Ember.js") AND NOT "Junior") .
Search Only in the Resume and/or TD
By clicking the icon to the right of the "Key words" field, you can target your searches to certain parts of the relevant cards (only the name, first name, technical file – TD, the resume, all three...). Specifically, you can search for a candidate or resource based on:
Key words present in their name, first name, technical file (TD), and resume
Key words present only in their resume
Key words present only in their technical file (TD)
Sort by Relevance
Unless you sort by one of the offered columns, your results (when searching by keywords) will always be sorted by the relevance calculated with your search criteria.
Reset Module Search
If you want to reset the search function of a module, you must click on Filters then Reset filters.
IMPORTANT!
When you perform a search and the expected results do not appear, check that filters have not been selected!
By default, BoondManager saves your search, so if you have used filters, they will continue to apply until you reset your filters.