Search Deal using the quick or advanced search functionalities

The search function is a useful shortcut to get quick access to all information 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.

When you click the search bar without entering any text, the most recently viewed information is displayed by default. 

You must enter at least 3 characters to trigger search results. The search engine will suggest up to 8 results, returning the most relevant information regardless of the order of the characters entered.

The quick search is useful to check if an opportunity already exists before deciding to create a new one, for instance. 

Search scope

The quick search searches through the names only of opportunities, agreements, alliances, obligations, and companies to provide the list of results. To search other fields available in these objects, use the advanced search.

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

If you don't find the result you're looking for with 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.