How to use global search in Jusnote

How to use global search in Jusnote

What is a global search Jusnote?

Global Search in Jusnote is a search algorithm that allows you to find the needed information in a fraction of a second throughout the system, including information on contacts, matters, activities, documents, and other entities. The global search is at the top of the system and available from anywhere in Jusnote so that users can always find the information they need without having to search it manually (by navigating the system).


We recommend using the global search whenever you need to quickly find accurate information and search simultaneously in all Jusnote sections and entities. The main difference between this search and a search in each section is that the global search searches all over the system and is not limited to a particular section. 

Section search looks like this:



For example, in the image above, you can see that the search is active only within the "Tasks and Events" section.
It's very easy to use the global search.

1. From anywhere in the system, click on the "Search in Jusnote" field;



2. Write a keyword of a record you want to search. It may be a contact name, a contract number, a matter name, or even an excerpt from a description of the necessary entity (e.g., document, activity, tasks, notes, etc.);



3. Tap on "Enter". The system will search for all the records of the system simultaneously;



Once the system searches, on the left, you will see all the sections in which the system is searching.
Next to each section, the system will show a number that indicates how many entities were found in each particular section based on the keyword.
As you can see, there is one record in each selected section. On the right side of the page, all these entries are shown as tables. Click on any of the needed records, and the system will redirect you to its card.




Jusnote searches in:

  #1  Matters
  - name;
  - number;
  - description;
  #2
  Contacts
  - name;
  - address;
  - email;
  - phone number;
  - website;
  - company name;
  - messengers;
  - related matters;
  #3  Events
  - name;
  #4
  Notes
  - name;
  - description;
 #5
  Tasks
  - name;
  - description;
  #6
  Activities
  - description;
  #7
  Documents
  - name;
  #8
  Contracts
  - place of signing;
  - executor;
  - executor address;
  - client;
  - description;