Tutorial Vertec Volltextsuche | Daten finden im ERP und CRM

Vertec Tutorial: Full-Text Search in Detail – Tobias demonstrates all the new features in this video, from similarity search and image recognition with OCR to stem search and relevance assessment. 🎯 What you'll learn in this video: – How similarity search automatically corrects typos and transposed letters – How Vertec makes content in Excel spreadsheets, PDFs, and even images searchable (via OCR) – How to configure fields, custom fields, and the search index – and when it's worthwhile 📌 Chapters 00:00 Introduction: New Full-Text Search Features 00:16 Similarity Search: Automatically Detect Typos 01:13 Saving Search Settings Permanently 02:00 Searching Documents by Content 02:56 Which Fields Are Indexed? 03:14 Searching attachments, emails, and document formats 04:14 Searching images with OCR 05:09 Configuring search fields per class 06:01 Making custom fields and keys searchable 06:26 How long does indexing take? 07:56 Recommendation: Schedule with your Vertec administrator 08:56 System settings for emails, images, and Excel 09:42 Evaluating formulas instead of just searching text 10:49 Word stem search in detail 11:39 Combining wildcard searches 12:08 Location and relevance in search results 13:47 Date fields as a time filter 14:46 Conclusion: What should be searchable? Typos, image content, Excel formulas – the full-text search in Vertec finds more than you might think. Tobias shows you in detail how it works. --- About Vertec Vertec is CRM and ERP software for project- and client-oriented service providers. The solution supports companies with: – Customer Relationship Management (CRM) – Time tracking – Order processing in project or client management – Invoicing and controlling – Document Management (DMS) Areas of application by industry: Vertec is used by consultants, lawyers, engineers, IT companies, software developers, and trustees. Operating models: – Cloud (SaaS) – On-premises Advantages: – High degree of customizability – Industry-specific solutions – Free additional features – Solution-oriented support and a comprehensive knowledge base Links: LinkedIn:   / vertec-gruppe   Schedule a consultation: https://www.vertec.com/demo-vereinbaren/ Try Vertec for 30 days: https://www.vertec.com/testen/