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Search Tips

set up basics support search

Learn ways to find data in Vision using the search tools and icons. 

The top header magnify.svgSuper Search returns results for many data points in the system such as addresses, subscriber name, subscriber IDs, contact information, invoices, tickets, hardware, circuits, warehouses, vendors, purchase orders, manufacturers, IP addresses, workflows, and more. This search icon is found on every page of Vision.

The Dashboard search field labeled Search Subscribers will search specifically for subscriber information, such as names. This can be found on every user dashboard. Click on the baseline_dashboard_black.png Dashboard icon on the top header to activate the Dashboard menu. 

SearchDashboard.png

Super Search

The Super Search magnify.svgicon searches many data points in Vision's database.

A successful search will have a string of at least three characters. 

The Super Search function is geared towards searching for subscriber information and will typically look at that data first. The Super Search will return IP addresses or MAC addresses if the character string matches that format. 

To customize your search results, Vision lets you edit your personal search standards in User Settings. To edit your search settings, go to the Overflow Menu or the 3-Dot Menu in Vision. Click on User Settings, then click on the Search Tab. Then you can select or de-select from the search types. Once you select your search preferences be sure to save your preferences. Those settings will be saved going forward unless you updated your selections. These settings will improve your Super Search results.

Getting to User Settings .png
User Settings .png

Click on the Super Search magnify.svgicon to begin your search. Left-click on the result line to be taken directly to the search item. Right-click on the result line to open in a new browser page. 

Super Search .png

Within the search result list, additional options become available to continue the search.

Click on the secondary magnify.svg icon to Filter Results further if what you are looking for does not appear in the first 5 results to narrow the results down. 

SearchFilter.png


Click on the settings-24px.svg icon to adjust the information displayed in the columns. Select or de-select to change the displayed column information. 
Selecting "Search Terms" will display a column showing the matches found on an account with those search terms.

SearchDisplay.png
Search Terms.png

The standard column filters are available for continued searching of data. 

Filter Types .png

Advanced Search: Click on the compass.svg icon in the upper right hand corner to view the advanced search options.

To filter the results category, click on the Category drop down menu to select an option. Choose one of the following options to filter by: Subscribers, Locations, Tickets, Hardware, Circuit Segments, Circuits, Users, Warehouses, Vendors, Purchase Orders, Manufacturers, IP Addresses, Network Events, Workflows, Workflow Processes, Invoices, Payment Receipts, Credit Receipts, IPPay.

Category Search .png

Subscriber Menu Search 

The subscriber menu (click on the menu-24px.svg menu, then select Subscribers) features an advanced search that has specific filters for subscriber information. Click on the compass.svg icon in the upper right hand corner to view the advanced search options. Input the subscriber's phone number or email address to search for a specific subscriber. 

Search_2.png

The advanced search compass.svg icon allows you to narrow your search by choosing from page-specific categories.  

Advanced search suggestions: 

  • Change the search result quantity by selecting an option from the Limit drop-down menu.
  • Filter the search results by selecting an option from the drop-down menu for subscriber status, type or tag. 
  • Search using a keyword like subscriber name or street name. 
  • Search based on email address or phone number by inputting the values into the correct field. 
  • Select SEARCH to display the results. 

Choose a search category from the drop-down menu.  

Search_3.png

The additional filters will change based upon the selected category. 

search-hardware.PNG

Click on the settings-24px.svg icon to change the information displayed in the columns. Select or de-select to change the displayed column information. ​​​​​​​Column Display.png

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