Changing Quick Search Fields
Posted on 2nd July 2017 at 16:11
If you have specific fields that you need to be able to search on, for example you may have a unique reference number that you want to be able to search by, the Quick Find View can be customised to meet your needs.
First go to Settings | Customisations | Customise the System
Expand the hierarchy to locate the Views section of the Entity you wish to change.
Open the Quick Find View (Quick Find Active Accounts in the example below).
This is similar to all other Views but has an additional option to Add Find Columns.
You can also remove any Find Columns that you do not want to be searchable
Share this post: