The Planning Edge

Searching

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You can search using the

  • Global Search Bar
  • A Grid in any of the Hub pages
  • Within Company Chat

To search the entire Platform, it is best to use the search bar at the top right of the page next to the profile icon.

This will automatically show you what you have recently viewed and bring up suggestions based on your search as you type.

Home

You can then choose to select one of the suggestions or click 'Enter' to view a full list of all the options linked to your search.

This is an example of viewing the full search results.

You can then refine your search or if you've found what you're looking for you can click on it to go to the record itself.

Search Results | Plan Bolster App Marketing

Searching in a Grid

Within any of the Grids on the Hub pages you can search for related records.

Click on the search bar, type in your search word and click enter. The grid  will be updated to show the results that match your search criteria.

NOTE: When searching in a grid it performs a search of all searchable text fields (not picklist fields).

For more information on Filtering vs Searching in a Grid click here

Plan

Company Chat

If you wish to search for a company chat post that relates to a record. Go to the record, then the Company Chat TAB and click on 'Search this feed'.

Enquiry: Ryan Templeman

The posts or comments that match your search wil then appear below.

Resume Example 1.pdf (page 1 of 2)