Disciple.Tools User Documentation

Disciple.Tools - Global Search

The Global Search feature allows you to search for any record across the entire Disciple.Tools system from anywhere in the application.

Accessing Global Search

You can access the Global Search from the main navigation bar at the top of every page.

1. Click on the Search icon 🔍 (a magnifying glass) in the top navigation bar.
2. This will open the Global Search window.

How to Search

The Global Search provides a powerful and flexible way to find the information you need.

Basic Search

1. After opening the Global Search window, you will see a search input field.
2. Type what you are looking for into the search field. The search will begin automatically after you have typed at least three characters.
3. The search results will appear below the search field as you type.

Filtering by Record Type

You can narrow your search to specific types of records, such as Contacts, Groups, or other record types enabled on your system.

On Desktop:

• To the left of the search results, you will see a list of available record types.
• By default, the search will look across All record types.
• To filter your search, click on the name of the record type you want to search within (e.g., “Contacts”). The search results will update automatically.

On Mobile:

• A dropdown menu will appear above the search results.
• Tap the dropdown and select the desired record type to filter your search.

Advanced Search Filters

For more specific searches, you can use the advanced search filters. These allow you to control what parts of a record are searched.

• The filter options are located next to the record type list (on desktop) or within the filter dropdown (on mobile).
• You can choose to include or exclude the following from your search:
  • Posts: Searches the main content of the records.
  • Comments: Searches all comments and activity on the records.
  • Meta: Searches additional fields and data associated with the records.

Understanding the Search Results

The search results are grouped by record type.

• Each record type that has matching results will have its own section.
• At the top of the results, you will see a total count of all records found.
• If there are many results for a particular record type, a Load More button will appear at the bottom of that section. Click this to see more results for that record type.

Viewing a Record

To open a record from the search results:

1. Find the record you want to view in the list of search results.
2. Click anywhere on the row for that record.
3. You will be taken directly to the record’s page.