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--- us:slobase:manual:b_usage:h_search [dd/mm/Y H:i]
127.0.0.1 external edit
+++ us:slobase:manual:b_usage:h_search [dd/mm/Y H:i] (Trenutna)
admin
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-====== Iskanje  ======
+====== Search ======
-V Produs IO obstaja več vrst iskanj.
+One of the main advantages of using Produs Information Tool is to find the information about contacts, accounts and opportunities we had entered beforehand.
-t.i. Hitro iskanje, ki se ga pri delu tudi najpogosteje uporablja, išče po celotnem sistemu, ostala pa posameznem modulu - celo po določenem pregledu znotraj posameznega modula. Več o vrstah iskanj si preberite v nadaljevanju.
+That is why it is very important to learn and to master successful and fast search of information which we need to work efficiently.
-<note important>Pri iskanju znotraj modulov si sistem zapomni kriterije prejšnjega iskanja, zato bodite pozorni, da polja iskanja pred novim iskanjem izpraznite.</note>
-===== Hitro iskanje =====
+Similarly to recording of information, there are different ways of searching for the records in PIT. If we know where to search, on which opportunity, account or on which day, it makes searching easier - we can look within a certain module or directly in the calendar.
-Na levi strani, med [[..:..:manual:b_usage:d_loginpage#pripomočki]], se nahaja **hitro** iskanje.
+But most commonly, we use the **Global search**.
-{{leftsearch.png}}
-Tu lahko poiščete zapise, ki se nahajajo v vseh modulih. Poiščete jih lahko po nazivih, številkah in nekatere po vsebini.
+===== Global Search =====
-<note tip>V polje //Išči// lahko vpišete le začetek iskanega zapisa. Npr. če iščemo kontaktno osebo g. Janez Podlogar, je dovolj, da vpišemo le "pod".</note>
+**Global search** can be always found in the upper part of the page.
-<note tip>V primeru, da vam iskane besede niso v celoti znane, si pomagajte z znakom "%" Npr., če iščete kontakt, za katerega niste prepričani ali je Kumer ali Kumar, lahko vpišete v polje //Išči// "Kum%r".</note>
+{{us:slobase:manual:b_usage:detailed_search.png|}}
-===== ABC iskanje =====
+Here you can search for records within the whole system. You can search them by complete words or part of the words. When you enter the word you are looking for, just press Enter on your keyboard or click on the orange magnifying glass.
-Prej smo govorili o globalnem iskanju, ki išče zapise po celem sistemu. Znotraj vsakega modula pa obstajajo še tri druge vrste iskanja. Eno od teh je **ABC iskanje**.
+Since we are usually searching for a contact or an account name, we suggest you turn of the "Detailed search". This way the system will be searching within the modules: Leads, Accounts, Contacts and provide you immediate results.
-{{abc.png}}
-S klikom na posamezno črko, se vam bodo izpisali vsi zapisi, ki se začnejo na izbrano črko.
-Če iščete v modulu //Stranke//, se bodo izpisale vse stranke, katerih naziv se začne na izbrano črko. Če iščete v modulu //Kontakti//, se bodo izpisale vse kontaktne osebe, katerih priimek se začne na izbrano črko.
-<note important>Sistem bo iskal samo po zapisih [[..:..:manual:b_usage:g_views |pregleda]], ki ga imate izbranega.
+The search results will appear sorted in groups (by modules). If your search was successful you will immediately see what you were searching for. If not, than we suggest you search for different keywords or turn on the "detailed search" option.
-Npr. če imate vklopljen pregled "Obetavne stranke", vam bo sistem iskal zapise samo znotraj tega pregleda.</note>
+This way the system will search within all modules. The Detailed search usually lasts a few seconds longer.
-===== Osnovno iskanje =====
+<note tip>You can also search by entering only the beginning of the searched record. If we are searching for John Winston, writing "win" will be enough for the Contact to be found. If there are too many search hits than we specify the keywords better.</note>
-**Osnovno iskanje** je še ena oblika iskanja znotraj posameznega modula. Nad vsakim pregledom v vsakem modulu imate omogočeno iskanje. Izgled osnovnega iskanja si lahko ogledate na spodnji sliki.
+<note tip>If the words you are searching for are not entirely known to you, use the "%" sign. When you are not sure whether a Contact's surname in Smithson or Smithsen, just search for "Smiths%n".</note>
-{{basicsearch.png?450}}
+===== ABC Search =====
-To iskanje je omejeno na iskanje po določenih podatkih, kot so npr. naziv stranke, kraj, spletna stran in telefon v primeru modula //Stranke//.
+We spoke about global search that searches for the records within the entire system. There are three other types of search within every module. One of them is **ABC Search**.
+{{us:slobase:manual:b_usage:abcsearch.png|}}
+When you click on individual letter, all the records starting with that letter will be listed. If you search within the //Accounts// module, all Accounts starting with selected letter will be listed. If you search within the //Contacts// module, all the Contacts, starting with that letter will be listed.
-<note important>Sistem bo iskal samo po zapisih [[..:..:manual:b_usage:g_views |pregleda]], ki ga imate izbranega.
+<note important>The system will only search for the records in the chosen [[..:..:manual:b_usage:g_views |view]].
-Npr. če imate vklopljen pregled "Obetavne stranke", vam bo sistem iskal zapise samo znotraj tega pregleda.</note>
+If the "Key Accounts" is chosen, the system will only search for records within that view.</note>
-===== Napredno iskanje =====
+===== Basic Search =====
-Znotraj posameznega modula obstaja tudi **napredno iskanje**, ki se nahaja pod osnovnim iskanjem, na vrhu strani. Ko kliknete na gumb //Napredno iskanje// se vam odpre nova stran, kjer lahko iščete po vseh poljih tega modula. Oglejte si sliko na primeru naprednega iskanja modula //Stranke//.
+**Basic Search** is another type of search within a specific module. Search is possible in every view of every module. Basic search is shown on the image below.
-{{advancedsearch.png?450}}
+{{us:slobase:manual:b_usage:basicsearch.png?450}}
-<note tip> Napredno iskanje je zelo uporabno za izdelavo začasnih pregledov, ki si jih lahko tudi [[..:..:manual:b_usage:j_importexport#izvoz|izvozite]] na osebni računalnik.</note>
+This search is limited to data specific for the chosen module.
+<note important>The system will only search in records of the chosen [[..:..:manual:b_usage:g_views |view]].
+If the "Key Accounts" is chosen, the system will only search for records within that view.</note>
+<note important>When searching within the modules the system will keep criteria of the last search so be careful to empty the search fields before starting a new search.</note>
+===== Advanced Search =====
+There is also an **Advanced Search** within every particular module. It can be found below the basic search at the top of the page. When you click the // Advanced Search// button, a new page will open and you can search in all fields of this module. The picture below is an example of advanced search in //Accounts// module.
+{{us:slobase:manual:b_usage:advanced_search_eng.png?450}}
+<note tip> The Advanced Search proves to be very useful in creating temporary views that can also be saved as favorite bookmarks in your browser.</note>
+~~ODT~~