- Created by Zach Johnson, last modified by Deirdre Pearson on Sept 01, 2023
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 103 Next »
You can use special characters, formatting techniques and keywords when performing a text-based search for projects, companies and documents. You can use both a simple keyword search and a more advanced search with keywords, wild cards, special operators, and special characters.
Note: Click here for a comprehensive list of Leads search rules and tips.
This section contains the following topics:
Using basic search techniques
This section describes how you can use basic search techniques for broadly defined results.
| Search parameter | Results |
| Using NEAR | Words that are up to 25 words of each other. Example: Searching "concrete NEAR steel" returns documents with the two words up to 25 words of each other. Note: For maximum performance, the NEAR operator can only be used 50 times within a single search. |
| Omitting commas | You can generally omit the comma in project and company names:"Johnson Johnson and Sons" |
| Multiple word document search | When searching for multiple words in a document search, the documents returned contain all the words on the same page but not individually on separate pages. Example: Searching "reinforce steel concrete" returns documents with the three words on the same page. Pages where the words appear either individually or in a pair are not returned. |
| Auto-correct for common search errors | The auto-correct feature generally corrects the most common search errors:
|
Using exact phrasing, wildcards and special characters
You do not need to use wildcards to find words with the common stems ed, ing, and s. Words with these stems are automatically included in your results. For example, searching landscape returns that word along with landscaping,landscaped, and landscapes.
Wildcards within quotation marks are ignored and not supported for either single words or phrases. Using"concrete* tile" behaves the same as using quotation marks alone, as described below for using an asterisk wildcard.
The following table describes how you can use exact phrasing, wildcards, and special characters in your searches.
| Search parameter | Results |
| A single word or phrase. | The exact word panel, and also paneling, panels, and paneled. |
Any of the words in a series: landscape OR tile | Either or both of the words landscape and tile, which can include tiles,tiling, tiled, landscaping, landscapes, landscaped |
Quotation marks " " around multiple-word phrases: "reinforced concrete" | The exact phrase reinforced concrete and all other stems, such as reinforcing concrete. |
Quotation marks to include words such as "and" in company names: "Johnson and Sons" | The exact phrase Johnson and Sons. |
A question mark wildcard: panel? | Only the keyword with one additional letter (but not the keyword alone):panels but not panel |
An asterisk wildcard with a single word: arch* | Returns arch and any number of additional letters: architect, archts, archi, arches |
An asterisk wildcard with a phrase: community cente* | Used with any filtering type, returns community and an additional matching word: community center, community centers, community centering. |
The question mark wildcard combined with quotation marks: reinforce? "concrete" | The word “reinforce” plus up to one additional letter, followed by the word "concrete": reinforce concrete, reinforced concrete, reinforces concrete |
Using the operators AND, NOT, NEAR and parentheses
You can use the operators AND, NOT, NEAR and parentheses to logically include or exclude words/phrases in your searches to better qualify your results. Note that you must capitalize AND, NOT and NEAR.
Notes:
- For maximum performance, the NEAR operator can only be used 50 times within a single search.
- When searching for projects and companies, operators must be used in combination with terms you expect to find in the project or company listing. Using an operator as the sole keyword returns no results. For example, search using concrete AND tile. The following is a complete list of operators:
a an and are as at be but by for if in into is it no not of on or such that the their then there these they this to was will with
Using AND
Each additional filter you add to your search criteria acts as an AND condition in your search. For example, searching "landscape: Scope & Details" and "excavation: Documents" returns projects with landscape or landscape in the Scope & Details section and also returns projects with excavation in the project documents.Using AND
You can also manually add AND to your search terms to return documents containing both of the phrases you specify, as described in the following table.
| Search parameter | Results |
Use AND to search two or more words: concrete AND tile | Returns both concrete and tile. |
Use AND along with quotation marks to search phrases and words: "reinforced concrete" AND tile | Returns both the phrase reinforced concrete and the word tile. |
Using NOT
The following table describes how you can use NOT to exclude documents containing the specified word or phrase.
| Search parameter | Results |
Use NOT to exclude a term from the search results: concrete NOT tile | Returns concrete but not tile. |
Use NOT along with quotation marks to search for phrases and exclude a term from the search results: "reinforced concrete" NOT tile | Returns reinforced concrete but not tile. |
Using NEAR
You can use the operator NEAR to locate words within a specific number of words from one another.
Note: For maximum performance, the NEAR operator can only be used 50 times within a single search.
The following table describes how you can use the operator NEAR:
| Search parameter | Results |
Use NEAR to find words within the default range of 25 words of each other: concrete NEAR tile | Returns concrete within 25 words before or after the word tile. |
Specify the distance of words from one another when using NEAR: concrete NEAR51 tile | Returns concrete within 51 words before or after the word tile. |
Use NEAR multiple times to find more than one word within other words. (reinforced NEAR concrete) OR (architectural NEAR concrete) | Returns reinforced or architectural within 25 words before or after the wordconcrete. |
Using ( ) parentheses
You can use parentheses to combine multiple words, phrases, and operators to form very specific search criteria. Expressions are evaluated according to standard algebraic logic: inner-most parenthetical expressions are evaluated first and then resolved left to right.
The following table describes how you can use parentheses in your search.
| Search parameter | Results |
Use parentheses ( ) along with wildcards to expand or restrict search parameters: (concrete OR clay OR masonry) AND (bridge OR viaduct) | Returns at least one of the words in the first set of parentheses, and alsoat least one of the words in the second set of parentheses. |
Use parentheses along with wild cards and quotation marks to expand or restrict search parameters: (“Acme Carpet and Tile” OR “Jones Flooring”) AND (glue* OR wood*) NOT linoleum | Returns at least one of the company names in the first set of parentheses and at least one version of “glue” or “wood”, but never “linoleum.” |
Searching specific project field values
You can search the field values in a project listing using the formats described in the following table.
Important!: The filters below are case sensitive. Be sure to copy or enter them exactly as they appear below.
| Field | Formatting and results |
| City | Syntax: Project.City:<values> Example: Project.City:Atlanta Result: Returns projects with Atlanta in the City field. Note: Operators must be enclosed within parentheses using this syntax: Project.City:(Atlanta OR Chicago) |
| Street Address | Syntax: Project.Address:<values> Example: Project.Address:123 Main Result: Returns projects with 123 Main in the Address field. Note: You can use operators to locate multiple words in a field. You must enter the terms separately each time: Project.Address:123 Main OR Project.Address:125 Main |
| Work Type | Syntax: Project.WorkType:<values> Example: Project.WorkType:"Addition" Result: Returns projects that are listed as additions. Other examples of work types are:
Note: You can use operators to locate multiple words in a field. You must enter the terms separately each time: Project.WorkType:"Alteration" OR Project.WorkType:"Addition" |
| Owner Type | Syntax: Project.OwnerType:<values> Example: Project.OwnerType:"Private" Result: Returns projects with the ownership type of Private. Other examples of work types are:
Note: You can use operators to locate multiple words in a field. You must enter the terms separately each time: Project.OwnerType:"City" OR Project.OwnerType:"State" |
| Number of Floors | Syntax: Project.Floors:<values> Example 1: Project.Floors:(2 OR 3 OR 4 OR 5) Example 2: For all floors above floor 3: Project.Floors:(4 OR 5 OR 6 OR 7 OR 8 OR 9 OR 10 OR 11 OR 12 OR 13 OR 14 OR 15 OR 16 OR 17 OR 18 OR 19 OR 20 OR 21 OR 22 OR 23 OR 24 OR 25 OR 26 OR 27 OR 28 OR 29 OR 30 OR 31 OR 32 OR 33 OR 34 OR 35 OR 36 OR 37 OR 38 OR 39 OR 40 OR 41 OR 42 OR 43 OR 44 OR 45 OR 46 OR 47 OR 48 OR 49 OR 50 OR 51 OR 52 OR 53 OR 54 OR 55 OR 56 OR 57 OR 58 OR 59 OR 60 OR 61 OR 62 OR 63 OR 64 OR 65 OR 66 OR 67 OR 68 OR 69 OR 70 OR 71 OR 72 OR 73 OR 74 OR 75 OR 76 OR 77 OR 78 OR 79 OR 80 OR 81 OR 82 OR 83 OR 84 OR 85 OR 86 OR 87 OR 88 OR 89 OR 90 OR 91 OR 92 OR 93 OR 94 OR 95 OR 96 OR 97 OR 98 OR 99 OR 100 OR 101 OR 102 OR 103 OR 104 OR 105 OR 106 OR 107 OR 108 OR 109 OR 110 OR 111 OR 112 OR 113 OR 114 OR 115 OR 116 OR 117 OR 118 OR 119 OR 120 OR 121 OR 122 OR 123 OR 124 OR 125 OR 126 OR 127 OR 128 OR 129 OR 130 OR 131 OR 132 OR 133 OR 134 OR 135 OR 136 OR 137 OR 138 OR 139 OR 140 OR 141 OR 142 OR 143 OR 144 OR 145 OR 146 OR 147 OR 148 OR 149 OR 150 OR 151 OR 152 OR 153 OR 154 OR 155 OR 156 OR 157 OR 158 OR 159 OR 160 OR 161 OR 162 OR 163 OR 164) Result: Returns projects for all floors above 3. |
Invalid special characters
The following is a partial list of special characters that are invalid and not supported when used for searching in Leads.
| Sign | Name | Example |
| & | ampersand | "H&H" |
| + | plus sign | "476+00" |
| . | period | "bid.online@example.com" |
| / | forward slash | "State of WA/Robertson" |
| \ | back slash | "M:\PDC\lwn" |
| - | dash | "Vietnam-era" |
| @ | at | "name@gmail.com" |
| # | hash or pound | "#8" |
Fields on the project list page that are included in a search
The following table contains the name and index status of the fields on the project list page that are included in a search.
| Project field name | Indexed in project filter? |
|---|---|
| Project Name | Yes |
| Address (Address Line 1, City, State, Zip Code) | |
| County | |
| Project ID | |
| Value | |
| Matching Docs | No |
| Bid Date | |
| Bid Time | |
| Update Date | |
| Single Trade Project | Yes |
| List Date | No |
| Stage | Yes |
| Stage Comments 1 | |
| Stage Comments 2 | |
| Work Type | |
| Owner Type | |
| Contract Type | |
| Invitation Number | |
| Structures | No |
| Floors | Yes |
| Parent Project ID | |
| LEED Certification Intent | |
| Notes | |
| Subbids | |
| Contract Conditions | |
| Details | |
| Scope | |
| Company Role | |
| Company Name | |
| Contact Name | |
| Address | No |
| Phone | |
| Fax | |
| Email address | |
| Company Name | Yes |
| Added Date | No |
| Address | |
| Phone | |
| Fax | |
| Bidding Role | |
| Bid Rank | |
| Bid Value | |
| Material | Yes |
| Sub Material | |
| Parent Classification | No |
| Classification | |
| Conditions | |
| Bonding | |
| Bid Date/Time | |
| Bids To | |
| Bid Type | |
| Category | Yes
|
| Sub Category |
Stop words used in searches
Stop words are terms that are removed from your search criteria when searching in specific categories. For example, when searching by company for the name "Company and Company", the and is removed. However, some categories do consider stop words as part of the search criteria:
Stop words are considered as part of the search criteria in the following categories:
- Projects
- Projects/Personal Notes
- Companies/Personal Notes
- Documents
- Documents/Plans
- Documents/Specs
Stop words are not considered and are removed from search terms in the following categories:
- Projects/Title
- Projects/Scope & Details
- Projects/City
- Projects/Postal Code/Zip Code
- Companies
| The following is a full list of the stop words that apply to searches in Intelligent Leads: | |
| a an and are as at be but by for if in into is it no not | of on or such that the their then there these they this to was will with |
- No labels