Customizing Quick Search Results

You can use either of the following methods to customize your quick search results:

• Using the Search Customization Page

• Setting a Saved Search to be Used as Preferred Search Results

Using the Search Customization Page

You can access a simple search customization page by clicking the Customize button at the top of the quick search results page. The Customize button is available when all results records share the same record type and you have at least the Edit level of the Perform Search permission.

On this simple search customization page, you can:

• Change the search title. The default title is Preferred <record type> Search Results.

• Change the displayed results columns, by adding or removing fields on the Results subtab. You also can change the sort order of records and column labels.

• Add fields to be available as filters in the results page footer, on the Available Filters subtab. (Note that if you clear the Show in Footer box for a field here, this filter field does not display on results pages.)

• Click More Options to display a full saved search definition page, where you can edit other options. (Note that if you make changes to other options on this page, these settings are preserved when you return to the simple customization page, even though they are no longer visible.)

• Click Save to use these customized search settings for all of your quick search results for the record type.

• Click Cancel to return to the quick search results page, with no changes.

Setting a Saved Search to be Used as Preferred Search Results

You can apply settings from a saved search that you own to customize your quick search results. To do so, click More Options and then check the My Preferred Search Results box, on the Results subtab of the saved search definition page.

Administrators and other users with the Publish Search permission can set a saved search's settings to customize quick search results for other users, on the Roles subtab of the saved search definition page.

• To set a saved search's settings to customize quick search results for users assigned a selected role, check the Results box for that role.

• To set a saved search's settings to customize quick search results for all roles, ensure the Public box is checked, and check the Preferred Search Results box.

General Notices