With Smart Search, you can not only find information instantly but also create new objects like products or invoices directly from the search bar. It serves as your central entry point to access all modules and features of Xentral efficiently—without detours. Thanks to context-sensitive results tailored to your user profile and permissions, navigation becomes precise and personalized. Whether you’re a new user or a power user, Smart Search saves you valuable time and allows you to focus on what truly matters: your business.
Brief Overview: The Smart Search in Xentral provides quick access to all key features and modules, enables the direct creation of new objects, and delivers results tailored to your user profile.
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Fast and Precise Search: With Smart Search, you can find information, products, invoices, or other content in seconds. It scans your entire Xentral instance and delivers relevant results.
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Create New Objects: Directly from the search bar, you can create new objects like products, invoices, or customers. This saves time and reduces unnecessary clicks.
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Filter Options: Refine your search results with filters, allowing you to find exactly what you're looking for. You can search by modules, categories, or specific terms.
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Filteroptionen: Verfeinere deine Suchergebnisse mit Filtern, die dir ermöglichen, genau das zu finden, was du suchst. Du kannst nach Modulen, Kategorien oder spezifischen Begriffen suchen.
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Access All Modules: Quickly navigate to any module in Xentral through Smart Search, without having to move through the menu manually.
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Tailored to User Type and Permissions: Search results are adapted to your user type and account permissions, ensuring that you only see content that is relevant and accessible to you.
Steps:
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Start the Search: Click on the search bar in the top-right corner of the Xentral navigation or press 'Ctrl+K' (Windows) or 'Cmd+K' (Mac) to open the search.
Enter a Search Term: Type a keyword, such as a customer name like "Max Mustermann" or a module name like "Inventory Management".
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Filter Results: Use the filter options to narrow down your results. Click on the filter icons in the results list to refine your search.
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Create Objects Directly: Click on the quick action buttons to create a new customer, item, order, invoice, delivery note, etc. Alternatively, use the quick action keyboard shortcuts in the open search to create new objects.
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Navigate to Modules: Enter the module name, such as "Items," to jump directly to the desired module.
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Search Operators:
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Include Mandatory Terms: Use the + operator before a search term (without spaces) to ensure that this term is included in the results (e.g., +red).
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Exclude Terms: Use the - operator before a term to exclude results containing that term (e.g., -ceiling light).
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Use Keyboard Shortcuts: Save time by using keyboard shortcuts for frequently performed actions.
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Create Directly: Speed up your workflow by creating new objects directly from the search bar.
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Preview Function: Use the preview feature in the search results with the arrow keys to quickly identify which documents you need to review for your process.