Skip to content

How to Search for Records in Brief Connect

Introduction

Searching in Brief Connect helps you quickly find the records, documents, or information you need. This guide explains how keyword search works, what fields are included by default, and tips for effective searching.

What Fields Are Searched by Default?

When you enter a search term in the dashboard or the main search page, Brief Connect searches the following fields by default: - Title of the record - Record ID - Stage

Note: Custom fields are not currently included in the default search.

  1. Go to the Records section or the Search page.
  2. Enter your search term (e.g., a keyword, record ID, or part of a title) in the search box.
  3. Press Enter or click the Search button.
  4. Results matching your search term in the Title, Record ID, or Stage will be displayed.

Tips for Effective Keyword Searching

  • Use specific keywords or record IDs for more accurate results.
  • If you can’t find a record by a custom field, try searching by Title or Record ID, or ask your administrator if the field can be added to the search.
  • Partial words will match any record where the field starts with your search term (e.g., searching for "Min" will match "Ministerial").

FAQ

Q: Why doesn’t my record appear when I search for a custom field value? A: By default, only Title, Record ID, and Stage are searched. Custom fields must be specially configured to be included in keyword search.

Q: Can I search by document content? A: Document content search may be available if enabled by your administrator. Check with your admin for details.

Q: How do I search for related records? A: Use keywords from the Title or Record ID. Keyword search does not match on related records unless those keywords appear in the Title, Record ID, or Stage.