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Ultimate Search

The Ultimate Search allows you to quickly find key information, such as customer profiles, VINs, repair orders, deals, and more.

Introduction

When using the Ultimate Search feature to look up information like a customer profile, VIN, repair order, or deal, the system displays search results in a new window. This design allows you to access information without losing your place in the application, enabling easy data comparison and multitasking. This functionality enhances efficiency and streamlines your experience, allowing you to focus on providing exceptional customer service.

Best Practices:

  • When searching for specific information, take advantage of the "All" dropdown menu to refine your search results.
  • To find information specifically related to Accounting, make sure to select "Accounting" from the dropdown menu instead of using the general search option.
  • If you frequently search for the same topic, consider setting that category as your primary search option in the User Settings dropdown located under your name.

Navigate to: The search bar at top of your VUE screen

Screenshot 2025-02-24 094312

Select Screenshot 2025-02-24 094512and the filter on the left of the search bar will default to All Screenshot 2025-01-23 162226
This will search the entire system for the top results in every category, except accounting.

Refine your Search Results

Screenshot 2025-01-31 090806

Click on the All dropdown and select your desired category.

After selecting a category, input the information you wish to search for in the search bar. This action will filter the results to display only those relevant to your chosen category.

 

 

 

Configure your Default Search Category

If you find you often search in the same category, you can easily update the default settings in your User Settings

  1. Select the drop-down arrow Screenshot 2025-02-24 085904 at the top of your VUE dashboard next to your name.
  2. Select [User Settings]
    Screenshot 2025-01-23 162548
  3. Locate the option titled Quick Search Area
  4. User the drop-down arrow next to select from a list of available categories. 
    Screenshot 2025-01-31 091401
  5. Click on your preferred category to designate it as your default setting.
  6. Click [Save] before exiting the User Settings to ensure your preferences are applied.
 

Note:
Once your default is set, the next time you use the Ultimate Search feature, the system will automatically filter results based on your selected category, thus streamlining your search process and enhancing your overall efficiency in accessing relevant information.

Don’t forget to save your changes before exiting the User Settings to ensure your preferences are applied.