Using the Fuzzy Search on a Find Screen

Fuzzy Search allows you to locate records even when yo don't know the exact spelling or full value of a field. By adding the "%" wildcard symbol before or after your search text, you can expand the results returned.

How Fuzzy Search Works

• % before the text - Finds any record that contains the text anywhere in the field.
  • Example: Entering %MENT in the Sold To Name field returns all names that include "MENT" anywhere in the value.
• % after the text - Finds any record that begins with the text you entered.
  • Example: Entering MENT% returns only names that start with "MENT".

These wildcards help return more flexible, inclusive search results when a precise match isn't known or when additional results need to be shown.

When to Use Fuzzy Search

Use Fuzzy Search when you want to:

• Broaden your results beyond exact matches
• Locate records when only part of a name or number is known
• Display additional inventory or customer records when system settings limit standard search output
• Expand your search when the usual settings don’t return the results you expect

Tips for Best Results

• You can place % on both sides (e.g., %MENT%) to find all records containing the text anywhere.
• Avoid overusing wildcards on high-volume fields, as this may return large result sets.
• Start broad, then refine your search using additional fields if needed.