Customizing Search Options

These instructions will allow you to customize the fields available in your search dropdowns.

1. Click the Company, Name, or Position icon on the Main Toolbar.
2. Click the Customize action icon in the top right corner.
3. This is where you will specify the fields you want to search, and hide fields you do not wantsearch. All available fields for the type of record are listed at the left.  Drag-n-drop the field to the pane at the right to limit your dropdown choices. Items on remaining on the left will be hidden when selecting fields to search.
4. Click Save. You will now find that when you go to run a search, the dropdown choices will be based on your selections.

Customizing Search Results

These instructions will change the fields being displayed when viewing your list of search results.

1. Click the Company, Name, or Position icon on the Main Toolbar.
2. Click the Customize action icon.
3. Click Results Page to specify what fields to display after a search is performed.  Doing so will help users determine whether to open the record, skip it or add it to a rollup list without ever having to click on the record to open it.
4. Click into the Search Result Fields and select the first field you want displayed. Repeat until all desired fields are selected. You can also specify default sort preference and number of rows per page.
5. Save when finished