TOBI is equipped with a Global Search Index that is designed to save you time. The Index
searches your company’s entire database for keywords and quickly extracts any relevant
information, whether from accounting or human resources, or any other department.
Key Benefits:
Fast Access to Valuable Information
TOBI’s Global Search Index increases the productivity of every end user by offering fast access to
valuable data. Because TOBI is a fully integrated system, it can quickly perform comprehensive
searches, giving you instant, end-to-end access to information, regardless of what database or
department it is located in.
Assign Keywords to Records for Customized Grouping
With TOBI, you can assign keywords to any record in your database, including transactions,
events, documents, people, projects, customers, goals and more. This way, if you command a
global search for the term ‘New York City’, you can quickly view any contact, customer, event or anything
else associated with New York. TOBI also allows you to search by keyword first, and then specify
your query by subject, such as projects or invoices, so any search is easily narrowed until the
right information is located.
Search Applications for More Specified Queries
Each individual application in TOBI is powered by its own Search Index. These unique application
Indexes search their respective databases based on unlimited criteria. This feature permits fast, more specified
querying based on individual user demands. With TOBI, you can quickly access the information you want to see
and only the information you want to see.
Dynamic Drill-Down Searching
TOBI’s powerful Indexes actively filter information until you find exactly what you’re looking for. For
instance, you can quickly populate a list of all customers in a particular region that have
purchased a specific product; you can see all transactions from last month relating to new customers
acquired by a specific sales rep; you can view all incomplete tasks related to an ongoing marketing initiative,
as well as when they’re due to be completed and by whom.
Save Search Criteria for Later Retrieval
Any drill-down search performed can be bookmarked for later use. The Index function for each
individual application can also be customized to populate a certain list when opened. Much
like a personal dashboard, this feature provides instant access to user-defined, up-to-date information,
saving you valuable time and effort.