Forum Discussion
Welcome everyone to an Advisely Ask Me Anything (AMA) thread!
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- Submit Your Questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video needed. Whatever Xplan questions you have, Zita will be here to answer during the scheduled time.
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Looking forward to all your amazing questions and let the asking begin!
An exclusive badge is also available for participation in the AMA!Is there a way of doing more advanced searches for documents?
For example, I would like to search for a document with the subject name that starts with "Record of Advice" (no text before it), or to search for "ROA" (case sensitive), or a subject line that contains both "Record of Advice" and "implementation", but it can have other words in between.
- feardley19 days agoVirtual Explorer
Are you looking in the Doc library search filtering on the Client list?
I just enter whatever I'm looking for an all docs are returned. If you want to search just one client select them from the list on the left and only their documents are returned.
- csampson19 days agoSocial Sightseer
No, I'm trying to do an advanced search in order to mass categorise notes from all clients that have been incorrectly categorised.
- feardley19 days agoVirtual Explorer
That would be the best, it's really annoying the only things you can do in the Document Note Maintenance relates to the Notes Owner and Related Entities.
Totally agree that would be a fantastic function to have. I have always searched for them this way and then manually updated the Type or Subtype which is hugely time consuming.
- ZitaWhite19 days ago
Iress Team
Hi csampson, the search functionality for the subject of the document note does have some limitations. The "search by text" field is more powerful and allows you to search for text contained within the document and attachments (although not the subject).
For more detailed guidance on how to perform advanced searches using specific words and phrases using “search by text”, I recommend checking out this article available in the Iress Community. It offers useful tips and criteria to help you refine your searches effectively.
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