Tips for searching the Sage Knowledgebase

3 minute read time.

Support from www.sagekb.com is available 24/7.  Below you will find some tips on how to effectively search the Knowledgebase:

  • Make sure you are logged in to access the downloads
    • Log in is required to access most of our content, including downloads
    • If you're not finding results relevant to your product, it is most likely that you are not logged in
    • When you're logged in, our search engine helps by presenting topics related to products you own first
  • Select a product when you search
    • We have a lot of information in our knowledgebase. To get the results that are right for you, it helps to know what product you would like help with when you are searching
    • Click See more products and then Sage BusinessWorks before searching
  • Use 3-5 keywords
    • "Oregon tax changes 2022" is a more effective search than "What specifically changed in the 2022 tax year in the state of Oregon?" This is because searches that have fewer than 5 words require all of the words to appear in the document. Searches over 5 words find the best matches that may be less relevant to your query
    • If you're receiving an error message, include the word "error" and the first several words of the error string
  • Use the program terminology
    • Use the names of the windows, menu items, or fields as you see them in the program
    • Use the exact words used in an error message including spelling, spacing, and case.
  • Refine your search by module, category, or download type
    • After a search is performed you can refine the existing results with the filters on the left
    • Only applicable filters will appear in search results
  • Give feedback
    • You can also give us feedback on our survey. The more specific you are, the better we can help you.
  • Use search operators to refine your search
    • Search operators can be used to refine your search queries. The operators are not part of your query; rather, they affect how the system performs the search
    • You can only apply one operator to any given word or phrase; however, in the query, you can use as many operators as you like as long as each applies to a different word or phrase
    • The following table lists the search operators that you can use:

      Function Search operator Description Example

      Required

      plus sign (+)

      The exact word to the right of the plus sign is required to be in the document

      +silent install instructions

      Error +MASISAPI

      Not

      double minus sign (––)

      If a word is preceded by a double minus sign (with no intervening spaces), all documents containing that word "as is" are excluded from the search results

      A single minus sign or hyphen (–) is not a search operator. If it appears in front of a number, it is used in the search. If it appears in front of a word, or at the end of a word or number, it is ignored

      If it appears in the middle of a word or number (for example, look–up), the search will accept the hyphenated term, the term with the hyphen removed (lookup), or the two–word phrase (look up). If multiple hyphens appear in a word or number, the search will match the hyphenated term, the term with all the hyphens removed, or the multi–word phrase

      Invoice --AP

      Chart of Accounts --Budget

      Tax Update --download

      OR

      OR

      If two words in the query are separated by OR, documents are returned by the search if they contain either word "as is" or both

      paycheck OR direct deposit

      report OR financial statement

      Wildcard

      asterisk (*)

      An asterisk following all or part of a word outside quotation marks acts as a wildcard. An asterisk following all or part of a word inside quotation marks returns an error. An asterisk cannot be used as a wildcard in the middle of a word

      inst* will return any of the following words: install, installation, instruction, instigation, and so on
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