If you are unable to use the search facility within WealthWorks+ to locate any clients or contacts, it is possible the 'Full Text Search' feature has not been enabled on the SQL instance where Troika is installed. Your IT department will need to ensure that this feature is enabled for you.
They can confirm whether the feature is or isn't installed by checking within WealthWorks+ > Options > System Administration > Health Check:
Or by running the following command as a SQL script against the SQL database:
SELECT CASE
WHEN
FULLTEXTSERVICEPROPERTY('IsFullTextInstalled') = 1
THEN
'INSTALLED'
ELSE
'NOT INSTALLED'
END IsFullTextInstalled
In the event it needs to be enabled on the SQL instance, they can do this by using the original Microsoft SQL installation file. This should allow them to reconfigure the existing instance to include the 'Full Text Search' feature. There should be no need to complete a SQL re-installation.
Once this feature is enabled the attached SQL script will need running against the Troika SQL database, to create the necessary full text indexes.
In the event the feature is confirmed to be enabled, the attached SQL script has been run, yet you are still unable to locate a particular client or contact on WealthWorks+, it may instead be related to the search string you are using.
The search function we use in WealthWorks+ is an in-built SQL function (full-text search) and is not something written by thewealthworks team, specifically for WealthWorks+. It is a very advanced search function, and in some scenarios (especially using small words) does not return obvious results. It is recommended to search using a more unique/longer part of name wherever possible, and to avoid any of the following "stop words":
$, 0, 1, 2, 3, 4, 5, 6, 7, 8, 9, A, B, C, D, E, F, G, H, I, J, K, L, M, N, O, P, Q, R, S, T, U, V, W, X, Y, Z, about, after, all, also, an, and, another, any, are, as, at, be, because, been, before, being, between, both, but, by, came, can, come, could, did, do, does, each, else, for, from, get, got, had, has, have, he, her, here, him, himself, his, how, if, in, into, is, it, its, just, like, make, many, me, might, more, most, much, must, my, never, no, now, of, on, only, or, other, our, out, over, re, said, same, see, should, since, so, some, still, such, take, than, that, the, their, them, then, there, these, they, this, those, through, to, too, under, up, use, very, want, was, way, we, well, were, what, when, where, which, while, who, will, with, would, you, your
In the event you encounter further issues using the search facility in WealthWorks+, please contact support. It may also be necessary to re-run other WealthWorks+ release scripts, previously run prior to the feature becoming enabled.