Customizing Quick Search Results

You can customize your quick search results using these methods:

• Using the Search Customization Page

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

Using the Search Customization Page

To open the simple search customization page, click the Customize button at the top of the quick search results page. You see this button if all results are the same record type and you have at least the Edit level of the Perform Search permission.

On this page, you can:

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

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

• Add fields as filters in the results page footer on the Available Filters subtab.

  Note:

  If you clear the Show in Footer box for a field, that filter doesn't show on results pages.

• Click More Options to open the full saved search definition page, where you can edit other options.

  Note:

  Any changes you make to other options on this page are saved when you return to the simple customization page, even if you don't see these options anymore.

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

• Click Cancel to go back to the quick search results page without saving changes.

Setting a Saved Search to be Used as Preferred Search Results

You can apply settings from a saved search 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 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 with a certain 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