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Customize Your Quick Search Fields to Find Records Efficiently

You are familiar with using the quick search box on entities, or even in the global search if that feature is available. However, we frequently have organizations who want to know how to add or remove fields from that search. For example, you may have a specific record ID# for Contacts or Accounts that staff would like to be able to use instead of the name. Or maybe the search pulls results for middle name and that is not working for you. Below are the steps to edit the quick find to get the search fields you need.

*Note, be strategic about the fields you choose. While you can select any field, we do not recommend selecting too many as this can slow down your system and give you less useful results.

Navigate to Settings > Solutions > Unmanaged Solution

For more information about where to make customizations and the unmanaged solutions click here.

Select the Entity and Click on Views.

Select the Entity and Click on Views.

Open the record that starts with Quick Find

Open the record that starts with Quick Find

Click Add Find Columns

You can also modify display and filter criteria, but those steps are the same as any other view. The unique option on this view is the Add Find Columns.

Click Add Find Columns

In the checklist select all desired fields and uncheck any you don't want, then click Ok

In the checklist select all desired fields and uncheck any you don't want, then click Ok

Click Publish Customizations in order to see the change reflected in your system

Click Publish Customizations in order to see the change reflected in your system
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