Quick Search allows you to find an entity's form by typing in the name, phone number, email. You can also include additional fields to Quick Search (see below). Quick Search is available from all tabs, except Settings. Tabs Search are narrowed to the specific record type.
Include Additional Fields to Search ByIt is possible to include additional fields in the Quick Search to search for records by. You will have to select this search criteria from the drop down. The fields must be on the Main Table or Case Table, and must be a text, number or ID field.
To include or remove a field from the Quick Search Fields:
- Access the Field Properties screen of the field you want to include.
- Click Advanced Options from the side bar.
- Click on Include in Quick Search Fields (or Remove from Quick Search Fields if you would like to remove it).
- The change will be saved. The next time you click on the Parent Entity tab, the new Quick Search Field will be available in the drop-down.
NOTE: When searching by the field in Quick Search, the operator will default to an "Exact Match". Use a report to search with another operator such as contains, greater than, etc.The default Quick Search Options, Last Name, First Name, Phone and Email, cannot be disabled/removed.