Search Types and Overview
Search is the core of eCELLAR:
- It is used to locate customer and order information, and filter a result list based on common data points of information within the database.
- Search is also used to create target groups for email campaigns, create export files and bulk modify results to add tags, or update information in each customer record.
- To streamline workflows, use the search form to create saved searches for daily routines and fast reporting for metrics, sales and finance.
- Searches can be combined to include (+) and/or exclude (-) data.
- Manage saved searches using Search Tools from the navigation menu in the Admin Control Panel.
Search Types
There is a separate search form for each search type. The Search has five main forms that can be combined to leverage different types of data points.
The primary form will always be at the top of the page, and will also correspond to the Type of search. The Search Type defines the results; there are five types of searches:
When beginning a search, determine the search type based on the format of the result data.
Note: Any type of search results can be switched to view a different type of result set.
| Search Type | General Use |
| Customers | Create a saved search for an email campaign target recipient group. |
| Orders | Run daily, weekly, and monthly reports dynamically with saved search forms. |
| Payments | Combine a payment form with an order form to gather very precise payment data sets for financial reconciliation. |
| Memberships | Use a membership form to create a target group for a Membership Type campaign, or combine with a Customer search form to further segment a customer group. |
| Reservations | Create saved searches for target recipient groups for reservation reminders and thank you campaigns. |
Use the main navigation to begin a search
Or the drop-down at the top of the form to select the search type
The type of search will determine the primary form loaded. For example: For a Customer Search, the Customers form will always load to the top of the page.
Search Form Details
1. Begin by selecting your search type (what are you looking for?)
The Search Type will determine the results view and available actions.
2. Load a previously saved search.
The available saved searches are determined by category. For example, a saved order search will not be available in a Customer search
3. Clear All.
This button os your best friend in search - it will clear all loaded terms in the current search form(s).
4. Use the [+] or [-] button
Use the [+] button to add a new search form, allowing you to combine searches.
Use the [-] button to add a new search form to exclude criteria.
You can toggle a form from [+] to [-] to switch from include to exclude, or vice versa.
5. A blue border around a search form means the criteria will be included in the results.
A red border designates the search form will exclude selected criteria from the search.
Combining Types of Forms
Use the Include [+] and Exclude [-] form types to combine multiple criteria points from the five search types into a single search.
Example 1: Order Search including a customer form information.
Example 2: Order Search excluding customer form information.
Sort and Search
At the bottom of the search forms page is a button to submit the criteria to view results.
When you submit the criteria, it is stored in session and will reload when you click the View menu item for the same search type. For example, navigating to Search > Orders > View will reload the order search most recently performed with the criteria still selected in the form.
Pro Tip: At the bottom of the search form you can select a desired sort format based on the information available.
Search Results
The results for each type of search are different. For example, if the search type is for Orders, then the result list will display order information and if the search type is for customers, then primarily customer information will display in the result list.
If more than one form was used in the search criteria, the type of results is based on the type of search performed. For example, if an order search also includes a payment form, the result list type will display order information. To view the payment results information, switch the type of search performed.
There are two ways to change the Search Type:
- Using the Search Type dropdown at the top of the Search page
- Using the Switch Results link at the top of the Search Results page
Learn how to navigate the search results and take actions and view reports in the next Article >