Search Deal using the quick or advanced search functionalities

The search function is a useful shortcut to get quick access to opportunity overviews and company profiles in Inpart Deal. 

Overview

Plan availability: Essential/Advanced
Required user role: Manager/Contributor

Quick search

The quick search bar is located at the top of the navigation bar on the left side of your screen.

It only searches through the names of opportunities and companies to provide the list of results. To search other fields available in the opportunity overviews and company profiles, use the advanced search.

When you click the search bar without entering any text, the most recently viewed opportunities and companies are displayed by default. 

You must enter at least 3 characters to trigger search results. The search engine will suggest up to 10 options, returning the most relevant opportunities or companies regardless of the order of the characters entered.

You can use the quick search to check if an opportunity already exists before deciding to create a new one. In this case, search for the opportunity, and if it doesn't exist (i.e., isn't displayed in the list of results), click the quick Create opportunity action button at the bottom of the search results.

Search scope

• Opportunity names.
• Company names.

Search tips

• By default, the search is fuzzy, which means that it will search for all terms that are close to the keyword you entered, for instance, if one character is different, or characters are switched.
• To search for an exact word only, you can use quotation marks (e.g., "Oncology"). Only the results with this exact word will come up.
• Forbidden characters: The search doesn't support the use of slashes. For instance, if you search for "ABC Labs/FTT22", the search won't return any results.

Advanced search (current version)

If you don't find the result you're looking for from the quick search, you can launch an advanced search on all opportunities' fields by clicking Advanced search at the bottom of the results displayed in the quick search.

You will land on the opportunity hub. Enter keywords in the search bar, and the list of related opportunities will be displayed below.

Search scope

• Opportunities: title, all fields of the Overview and Asset tabs, summary, and titles of attachments. 
• Companies: name, type, URL, country, description.

[Beta] Advanced search (new version)

If you don't find the result you're looking for from the quick search, you can launch an advanced search on all objects by clicking Advanced search at the bottom of the results displayed in the quick search.

Enter keywords or sentences in the search bar and click Search.

You can sort out the results by relevancy, last update date, or object type (opportunities, agreements, attachments, etc...).

Search scope

All text fields, list values, documents, and email content from initiatives, opportunities, companies, agreements, amendments, obligations, meetings, contacts, evaluations, comments, conferences, and campaigns.

Search tips

• Quotation Marks (" "): Put quotation marks around a phrase to search for those exact words in that exact order.
  Example: "ABC Pharma" will only show results with the exact phrase ABC Pharma.

• AND: Use AND (in capital letters) between words to find results that include all the terms, no matter the order.
  Example: ABC AND Pharma will show results that mention both ABC and Pharma.

• OR: Use OR (also in capital letters) to find results that include either word.
  Example: ABC OR Pharma will show results with ABC, Pharma, or both.

• NOT: Use NOT before a word to leave it out of your results.
  Example: ABC NOT Pharma will show results with ABC, but not Pharma.

• Asterisk (*): Use * to search for variations of a word.
  Example: bio* finds words like biology, biotech, or biomedical.
  bio*tech finds words that start with bio and end with tech, like biotech or biomedtech.

How search relevance is calculated

When you search for something, the system ranks the results based on how relevant they are to your search. To do this, it looks at a few things:

• How important the word is in each document: If a word appears several times in a document, that document is likely more relevant.
• How often the word appears: If a word shows up in many documents, it might not be very specific or helpful, so those documents get a lower score.
• Where the word appears: If the word is found in a short section of text (like a title or tag), it’s more likely to be relevant than if it’s buried in a long block of text.

These factors help the system show you the most useful results first.