Edition: Professional, Business, Enterprise
User-level: All Users
The enhanced global search delivers a quicker, more efficient way to find exactly what you're looking for. Instantly search across all organisations, projects, contacts, documents, invoices, and emails linked to you.
Simply enter your query in the Synergy header search bar to get started.
What is searched?
When using the global search in Synergy, you can search for the following fields:
Area | Icon | Searched areas or field names |
Projects |
 | Project number Project name Project external name |
Contacts |
 | Contact company name Contact first and last name Email address Job title |
Documents |      | Document number Document name Document type
Transmittal date Document library folder |
Invoices |
 | Invoice number Invoice title |
Emails |
 | To From Date sent/received Email subject |
Global search security settings are set to be the same as a project. If a user has access to a project, they are able to search and access everything that has been filed against the project, including emails.
Search result ranking
Global search allows you to search through the projects, documents, contacts, invoices and emails that you are linked to. The Synergy search engine will find the best result based on your input and will order by relevance in a list.
Searching by Project
When searching for projects by the number or name a prepopulated list will appear with the jobs. Once you click on an option you will be taken to the project page.
Highlighted text
The highlighted text in each search result helps find the keyword that the search has been matched to. This can help you find if you have searched for the correct item or if you need to narrow your search criteria down further.
More information
In each search result, there is more information below the title to provide you with more context about the result our search engine found.
For example, when searching for a project, the result will also display:
The organisation
The office
The country
The Project description
The result will also show the date it was last changed in our system. This is designed to help you understand if the results are relevant based on its modification date.
Filtering
Currently, on the global search results page, you are able to filter your results using two different filters.
Filter by Result type
Filter by Date
Note: For date filtering, it is searching for the date last modified for projects, contacts and documents.
For invoices, the date filter is dependant on the invoice date creation.
For emails, the date filter is dependant on the date the email was sent or received in your mail client, not the date you filed it in Synergy on.
Fuzzy search
Our search accounts for up to two letter or number errors. If you mistype a name, like ‘John Smoth’ instead of ‘John Smith,’ we first look for an exact match, then suggest likely alternatives.
For searches with only two characters, we prioritise exact matches before expanding results
Navigation
Select the '...' to the right of the search result to bring up navigation options, these differ depending on the result type. For example, for a contact:
The navigation options are provided in the table below:
Type | Navigation options |
Projects | Details Project contacts Work breakdown Documents Invoices Transactions Financials Notes |
Contacts | Details Edit Personnel Projects Invoices Bills Documents Notes Audit |
Documents | Preview Download |
Invoices | Preview Download |
Emails | Preview Download |
Searching for emails stored in Synergy
Use the document type or date filter on the left hand side to narrow down the results
When searching for emails, you can search by:
Email address (To, From, CC)
Subject line
Email creation date
Enable the Outlook Connector in Synergy to file emails in their native email format. This allows you to keep your email attachments together with the email and give you the ability to open the email in Outlook again.