Turvo’s Search feature is a powerful tool which allows quick navigation through large volumes of information by searching keywords or tags that match the details of the item you need to find. The Search bar is always found at the top of each page.
Clicking in the Search bar automatically expands a drop-down menu to show specific entities to narrow your search. You can select one of these entities to narrow the search to a specific area of your site, or you can complete a site-wide search by ignoring the drop-down options and typing in your search terms.
Read on for instructions on how to best utilize Search in your platform. We also have a video on this topic! Check out the The power of search video.
Search allows you to narrow your search to find results more quickly. When clicking in the search bar, a drop-down appears allowing you to search in one of the following entities: Orders, Shipments, Carriers, Customers, Locations, Appointments, Contracts, Contacts, Factors, Tags, Offers, or Assets.
Selecting a specific entity from this drop-down allows searching within the category you've chosen, such as Shipments or Customers.
For instance, if you are searching for a specific customer, you can select Customers from the drop-down. This will add search logic to the search bar, telling the system to look only under your Customers:
Start typing in the Customer you're looking for, and the system will pull up any specific customer entries that match. Please note that if you have not created the Customer in your tenant, you will not find any results when searching for them.
Hovering over the search result will pop up the details in the card to the right.
Hovering over the card will allow you to take quick action using the Fast Action Button (FAB).
Or, simply click directly on the search result in the list to be taken to the customer's details page.
Specific search allows you to search not only for customers, but also for shipments, carriers, locations, contracts, contacts, factors, tags, or assets.
A site-wide search will search your entire tenant for matching terms. This is best used when you're looking to find any and all information related to your search terms. Additionally, if you try a specific search and don't find what you're looking for, try a site search instead.
To do a site search on all information, go to the Search bar and start typing. As you type, the search results will populate and will be organized by entity (e.g. Shipments, Carriers, Customers, etc.).
For example, below you can see all matching search results populated and categorized into Shipments and Orders. Your search results list may be so long that you will need to scroll down to see all results, as is the case in the screenshot below.
When the search results contain multiple items, the first few will be displayed with a message at the bottom indicating there are more results to view. In the previous screenshot, it says and 47 more under the list of Shipments that were found. Clicking and 47 more will allow you to view the rest of the results under that entity.
Site searching also displays a details card when you hover over a result with your cursor. The Fast Action Button (FAB) appears when hovering over the card, allowing quick action to be taken. Clicking on the result from the list will take you to the details page for that particular result.
The Global search in Turvo prioritizes results based on two factors: score and updatedDate.
Whenever you begin to search for anything in the Global search bar, Turvo calculates the results based on:
Exact match/prefix match/contain match
First, Turvo will look at each value of your search request against information available within an entity, such as customId, name, routeId, etc. For each matched value, Turvo calculates a score between 0-100. An exact value match scores the highest, a prefix match scores the second highest, and a contain match scores the third highest. After a search is completed, the scores are then added up and the highest scored search result will be listed first.
Prioritized key fields
Search requests are also compared against two internal tiers of Turvo fields.
|Tier 1||Tier 2|
|Shipments||Shipment ID, Customer name, and PO#||Location name, Location city/state, Tags, Pickup #, Delivery #, Invoice #, All customer and carrier IDs, Item #, VIN #, Container #, Master Bill of Lading #, and Phone number|
|Locations||Location name||Location city, Phone number, and Tags|
|Customers||Customer name||Phone number and Tags|
|Carriers||Carrier name, DOT, and MC #||Phone number and Tags|
|Factors||Factor name||Phone number and Tags|
|Contacts||Contact name||Phone number|
Container number, VIN number, Asset number, IMO, and MMSI
MBL and Vessel name
Items in Tier 1 are marked with a value between 0-100 and a boost, which multiplies the score by 1.8. If your search matches a value in Tier 1, the calculated score is multiplied by 1.8 and will be higher than the score from the field in Tier 2 (which are not multiplied by the boost).
Closest appointments (For shipments only)
Shipments store a list of appointments, which are dates from the shipment routes, including the pickup and delivery dates. During your search, the appointment closest to the current date is calculated with an additional score between 50-100, which is separate from the score from items A or B. The closer the appointment date is to the current date, the higher the score will be. The further away from the current date the appointment date is, the lower the score will be.
Scores are calculated and the highest scored result will appear first in descending order. If two search results have the same score, the result that has been updated most recently (updatedDate) will be prioritized first.