Advanced Search

The Search in the Lucernex header allows you to search for items by name, address, or associated entity. However, you can use the advanced search to search for items using additional criteria. By default, Advanced Search uses a case-insensitive contains search operator. However, you can contact Accruent Support to change this setting to require word matching.

Advanced Search does not support user-supplied search operators such as AND, OR, or NOT.

To perform an advanced search:

1. Do one of the following:

   • To open the Advanced Search from the Tools menu:

   1. Click Tools in the Toolbar located in the upper-right corner of the window.

   2. Select Advanced Search from the field.

      The Advanced Search window opens.

   • To open the Advanced Search from the Search bar, click Search in the Search field.

     The Advanced Search window opens.

2. Enter the text you want to search in the Enter text at the top-center of the window.

3. Select or clear the entity check boxes on the left side of the window to include or exclude entity types from your search.

4. Select the portfolios you want to search from the Portfolio / Program field.

   Press and hold CTRL on your keyboard to select multiple values.

5. Select the appropriate location data from the fields at the bottom of the window.

6. Click Search.

   The entities which match your search criteria appear in the window.

7. Click an entity name to navigate to the entity.