Search settings

The Search button (with a magnifying glass icon) in your site's menu lets you search for data on your Scoro site, such as contacts, projects, tasks, quotes, invoices, users, and more. Before you search for data, we recommend customizing your search settings to optimize search performance and ensure you can find what you're looking for.

This article will walk you through customizing your search settings and using search to quickly find the data you need. 

1. Managing your search settings

You can customize your individual search preferences as needed (these settings will apply only to your account):

1. Click the Search button (a magnifying glass icon) on your site menu, then click on Search settings.
   
2. Customize your search settings:
   • By default, the search results will include only specific matches based on the keywords you enter. If you prefer to include both exact and partial matches in your search results, you can enable the Include partial matches toggle. Please note that this may slow down search performance, as Scoro will have more data to search through.
     
   • In the Included modules section, you can:
     • Choose which modules to browse during the search – enable the checkboxes for the ones you want to search, and disable the checkboxes for those you don't use or don't want to search. For example, if you typically need to search for mostly just projects and tasks, you can enable those modules and disable the rest.
     • Reorder the selected modules to ensure that you'll see the most relevant matches first. Drag and drop them to move the most significant and frequently searched modules to the top. 
       

2. Searching for data

To search for data, simply start typing your word or phrase, and Scoro will list the matches across the modules you've enabled in your search settings.