Intelligent Search - Revision history

SarahK: Redirected page to Admin Area

2022-01-25T17:22:04Z

Redirected page to Admin Area

SarahK: /* Search Types */

2020-08-27T17:36:49Z

‎Search Types

Andrew at 16:36, 21 December 2018

2018-12-21T16:36:24Z

Matt: /* =Search Results */

2018-12-19T13:28:33Z

‎=Search Results

Matt at 13:28, 19 December 2018

2018-12-19T13:28:13Z

Andrew: /* Keyboard Shortcuts */

2018-12-19T11:55:27Z

‎Keyboard Shortcuts

Andrew at 11:55, 19 December 2018

2018-12-19T11:55:01Z

Andrew at 11:54, 19 December 2018

2018-12-19T11:54:33Z

Andrew at 11:20, 19 December 2018

2018-12-19T11:20:22Z

Andrew at 11:16, 19 December 2018

2018-12-19T11:16:23Z

← Older revision		Revision as of 17:22, 25 January 2022
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−	~~Intelligent Search is a feature of the WHMCS admin area that provides system-wide search functionality via a single unified search box.~~	+	#REDIRECT [[Admin_Area]]
−
−	~~<div class="docs-alert-info">The Intelligent Search feature was updated in WHMCS 7.7 and this page makes reference to some new functionality only available in WHMCS 7.7 and later.</div>~~
−
−	~~==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, User IDs, Contact IDs, Service IDs, Domain IDs, and Invoice IDs as well as the last four digits of Clients' credit cards. There is no minimum length restriction.
−	* Alphanumeric searches — Entering a search term containing a minimum of three letters and numbers will trigger a search of:
−	** Clients, Users, and Contacts: Name, Company Name, Email Address, Address, Phone Number
−	** Services and Domains: Domain Name, Username, Dedicated IP, Assigned IP, Notes
−	** Invoices: Invoice ID or Invoice Number
−	** Support Tickets: Ticket ID, Mask, or Subject
−
−	~~===Search Results===~~
−	[[~~File:intelligent_search_show_more.png\|thumb\|Show More 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 [https://developers.whmcs.com/hooks-reference/everything-else/#intelligentsearch Hook Documentation~~].

@@ Line 14: / Line 14: @@
 ===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.
+* Numeric searches — Entering a numeric search term will trigger searching for Client IDs, User IDs, Contact IDs, Service IDs, Domain IDs, and Invoice IDs as well as the last four digits of Clients' credit cards. 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.
+* Alphanumeric searches — Entering a search term containing a minimum of three letters and numbers will trigger a search of:
-** Client & Contacts: Name, Company Name, Email Address, Address, Phone Number
+** Clients, Users, and Contacts: Name, Company Name, Email Address, Address, Phone Number
-** Service & Domain: Domain Name, Username, Dedicated IP, Assigned IP, Notes
+** Services and Domains: Domain Name, Username, Dedicated IP, Assigned IP, Notes
 ** Invoices: Invoice ID or Invoice Number
-** Support Tickets: Ticket ID/Mask or Subject
+** Support Tickets: Ticket ID, Mask, or Subject
 ===Search Results===

@@ Line 23: / Line 23: @@
 ===Search Results===
+[[File:intelligent_search_show_more.png|thumb|Show More 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==

@@ Line 22: / Line 22: @@
 ** Support Tickets: Ticket ID/Mask or Subject
-===Search Results==
+===Search Results===
 Search results are grouped into categories.
@@ Line 30: / Line 30: @@
 [[File:intelligent_search_show_more.png|thumb|Show More Results]]
-===Disabling search as you type===
+==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.

@@ Line 1: / Line 1: @@
-The Intelligent Search in WHMCS 7.7 has been given a visual overhaul to improve the results displayed.
+Intelligent Search is a feature of the WHMCS admin area that provides system-wide search functionality via a single unified search box.
-==Categories==
+<div class="docs-alert-info">The Intelligent Search feature was updated in WHMCS 7.7 and this page makes reference to some new functionality only available in WHMCS 7.7 and later.</div>
-Within individual categories, the first 10 results are displayed. If more than 10 results are available, a "Show x More Results" link will display that will redo the search displaying more results for the selected category. [[File:intelligent_search_show_more.png|thumb|Show More Results]]
+==Performing a Search==
-==What is Searched?==
+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.
-=== Other Search Results using Hooks===
+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.
-==Search as you type==
+===Keyboard Shortcuts===
-The standard Intelligent Search functionality will search automatically once three characters have been entered and no typing has stopped, or return is pressed. Automatic searching can now be turned off requiring pressing return before a search will occur. Turning this off is completing per admin session, and can be done by switching the toggle at the bottom of the Intelligent Search results.
+* Enter/Return: Perform a search
-<div class="docs-alert-info"><i class="fa fa-info-circle"></i> Pressing return when entering less than three numerical characters will also perform a search whether this option is on or off. It is not possible to perform an alpha search for less than three characters.</div>
+* 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.
-==Keyboard Shortcuts==
+===Search Results==
-* Enter/Return: Perform a search
-* Escape: Close the search results
+Search results are grouped into categories.

← Older revision		Revision as of 11:55, 19 December 2018
Line 1:		Line 1:
	The Intelligent Search in WHMCS 7.7 has been given a visual overhaul to improve the results displayed.		The Intelligent Search in WHMCS 7.7 has been given a visual overhaul to improve the results displayed.

		+	==Categories==
	Results categories can be collapsed to allow only displaying the relevant results. Any categories that do not contain results are hidden and will not show. [[File:intelligent_search_collapsed.png\|thumb\|Collapsed Categories]]		Results categories can be collapsed to allow only displaying the relevant results. Any categories that do not contain results are hidden and will not show. [[File:intelligent_search_collapsed.png\|thumb\|Collapsed Categories]]

@@ Line 4: / Line 4: @@
 Within individual categories, the first 10 results are displayed. If more than 10 results are available, a "Show x More Results" link will display that will redo the search displaying more results for the selected category. [[File:intelligent_search_show_more.png|thumb|Show More Results]]
 ==Search as you type==
@@ Line 10: / Line 23: @@
 <div class="docs-alert-info"><i class="fa fa-info-circle"></i> Pressing return when entering less than three numerical characters will also perform a search whether this option is on or off. It is not possible to perform an alpha search for less than three characters.</div>
-==Hooks==
+==Keyboard Shortcuts==
-The Intelligent Search Hook can be used to provide additional results in a search. Please see the [https://developers.whmcs.com/hooks-reference/everything-else/#intelligentsearch hook documentation] for how to do this.
+* Enter: Perform a search

← Older revision		Revision as of 11:20, 19 December 2018
Line 9:		Line 9:

	<div class="docs-alert-info"><i class="fa fa-info-circle"></i> Pressing return when entering less than three numerical characters will also perform a search whether this option is on or off. It is not possible to perform an alpha search for less than three characters.</div>		<div class="docs-alert-info"><i class="fa fa-info-circle"></i> Pressing return when entering less than three numerical characters will also perform a search whether this option is on or off. It is not possible to perform an alpha search for less than three characters.</div>
		+
		+	==Hooks==
		+	The Intelligent Search Hook can be used to provide additional results in a search. Please see the [https://developers.whmcs.com/hooks-reference/everything-else/#intelligentsearch hook documentation] for how to do this.