Power search box
In case you are using Microsoft Outlook, you might have noticed that when searching for emails, you can use some set keywords to narrow down your search. An example can be seen below:
Kompass allows you to use similar keywords for more specific searches. You can use those at Proposals/ Quotes and Projects page. For example, in the search below, we are funnelling all projects in London (1), with a price of $500 to $1,000 (2), and limiting to those with a deadline after May 31st 2024.
Some general rules for using those keywords:
- Add the keyword followed by a colon ":" and then you can add the search word.
- Do not use a comma to separate your search keywords.
- The range fields are the ones that can be used like this "[range_field]:[from]<[to]". For example, "price:500<1000". The "from" and "to" values can be left out, for example "price:<1000" will show all projects with price up to 1000 and "price:1000<" will show all projects with price of more than 1000.
- Dates have to be in the format YYYYMMDD, for example: "delivered:20230101<20231231" for all delivered projects in year 2023.
- There is also an extra feature for Dates that allows to always return a specific period of time. Instead of a date as seen above, add the number of days, weeks, months or years before today to return the defined period. Some examples below:
- quoted:10d- (returns all proposals that have been quoted in the past 10 days.
- accepted: 2w- (returns all projects that have been accepted in the past 2 weeks.
- invoiced: 3m- (returns all projects that have been invoiced in the past 3 months.
- same for years (y)
- When you are searching for text, if there are spaces, make sure you will put it in quotes. For example: notes:"Brief: Topographical Survey".
- You can exclude items from your search by adding a minus symbol "-". For example, "-name:almonte" will exclude any results with "almonte" in the name or "-tags:field,caution" will exclude all projects with these tags.
A list of all available keywords along with further details, can be found in the table below:
| SINGLE VALUE FIELDS | ||
| FIELD | DETAILS | LOCATION |
| abandoned_notes | details on abandoned reasons | overview tab, proposal section |
| access | site access instructions | overview tab, operations section |
| address_line1 | address details | overview tab, general section |
| address_line2 | ||
| address_postal_code | ||
| address_state | ||
| address_town | ||
| address_country | ||
| checked_notes | quality check notes | overview tab, operations section |
| confirmation_details | order confirmation | overview tab, proposal section |
| delivered_notes | delivery notes | overview tab, operations section |
| details | details of project | overview tab, general section |
| invoiced_notes | invoice notes | overview tab, finances section |
| managed_notes | project manager notes | overview tab, operations section |
| name | name of project | overview tab, general section |
| notes | internal notes | overview tab, general section |
| processed_notes | office work notes | overview tab, operations section |
| received_notes | payment notes | overview tab, finances section |
| source_details | source details | overview tab, proposal section |
| surveyed_notes | field work notes | overview tab, operations section |
|
RANGE FIELDS
|
||
|
Range by date
|
||
| FIELD | DETAILS | LOCATION |
| abandoned | abandoned on | overview tab, proposal section |
| accepted | proposal first accepted on | overview tab, proposal section |
| checked | quality check completed on | overview tab, operations section |
| created | proposal created on | only accessible by projects/export |
| deadline | deadline | overview tab, operations section |
| delivered | delivery completed on | overview tab, operations section |
| invoiced | fully invoiced on | overview tab, finances section |
| modified | lastly modified on | not visible |
| processed | office work completed on | overview tab, operations section |
| quote_deadline | proposal submission deadline | overview tab, proposal section |
| quote_decision | expected award date | overview tab, proposal section |
| quoted | proposal submitted on | overview tab, proposal section |
| received | fully paid on | overview tab, finances section |
| requested | enquiry on | overview tab, proposal section |
| surveyed | field work completed on | overview tab, operations section |
|
Range by hours
|
||
| FIELD | DETAILS | LOCATION |
| hours_actual | hours actually worked | only accessible by projects/export |
| hours_actual_paid | hours actually worked taking also overtimes into account | sales tab, proposal items table |
| hours_budget | hours budgeted | only accessible by projects/export |
| hours_budget_paid | hours actually worked taking also x1.5 and x2.0 rates into account | sales tab, proposal items table |
|
Range by price
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||
| price | price of project | sales tab, proposal items table |
|
Range by percentage
|
||
| probability | probability of winning the project | overview tab, proposal section |