// solutions · Universal Search
Universal Search
Type what you are looking for. Typos, word order, and mid-word fragments do not matter. Universal Search finds the record and opens it, from one search box.
Real screenshots, not mockups
What it does
One search box, every table
Configure any table and field as searchable, customers, items, vendors, contacts, and anything else your business tracks. Search all of it from one box.
Forgiving by design
Word order, spacing, typos, and mid-word fragments all still find the record. "tani" finds Itani. "maro orp" finds Omaroon Corporation.
Sounds-like matching
Phonetic matching finds names that sound alike but are spelled differently. Carl and Karl match each other.
Table filter chips with live counts
Search once, then narrow to one table with a click. Each chip shows how many matches are waiting in that table.
Ranking you can tune
Set a weight from 1 to 10 per field, so identifiers like No. and Name outrank long descriptive text in the result list.
Respects your permissions
Every result is filtered through the searching user's own table read permissions. Universal Search never surfaces a record a user could not otherwise open.
Free, with a background indexer
A background job queue keeps the index current as records change, with an immediate Process Now option when you do not want to wait.
Documentation
Installation
Install from AppSource, activate the free license, and turn on indexing.
Getting Started
How to search — typos, fragments, phonetic matches, filter chips, and Tell Me.
Configuration
Choose tables and fields, set weights, filters, and index limits.
How It Works
A look under the hood: the index, live change capture, and the scoring model.
Developer Hooks
The public API facade and integration events for building on Universal Search.