Question
What is the recommended way to search for knowledge articles in TeamDynamix?
Answer
The recommended way to search for Knowledge Articles in the Knowledge Base is to use the search field in the top-right of the Client Portal.
There are two primary ways to search for knowledge articles in TeamDynamix:
- (RECOMMENDED) From the top-right search bar
- By selecting Search from the menu bar across the top of the Knowledge Base main page
Using the top-right search bar is recommended because it uses Full Search and is more user-friendly for finding articles in the Knowledge Base. It will provide lookahead results while you are typing in your search, and it has more operators available to modify searches as well.
Please note that the lookahead results are non-exhaustive. Pressing ENTER or selecting the magnifying glass icon will submit your search terms and return a more complete list of matching articles.
- See this article (link) for details on how Full Searches are prioritized.
- See this article (link) for what operators are available in Full Search.
The Search option from the menu uses Text Search instead of Full Search, and only allows "" to modify searches. It also does not provide lookahead results while your are typing in your search.
Additional Info
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