A Quicker Quick Search

3 29 2013 10 06 29 PM

I’m sure you use the Quick Search feature as a simple and fast way to get to a person’s record or to an organization. The Quick Search is the text box in the upper right corner of the web page in the header. If you have a unique hit for your search, pressing enter will take you directly to that record. Otherwise you will arrive at a list of potential matches where you can click one of those links.

Now there is an even faster way to use the QuickSearch. But you will have to turn it on as a User Preference. On the “Welcome, User!” menu (in the top right corner of the page), there is a “OldQuickSearch is ON” menu item. Click that to toggle it to OFF. Then give the Quick Search another try. We think you will like it.

When you first click in the text box, there will be three options for going to the three main pages for searching. But as you begin to type the thing you are looking for, after three characters, it will begin to populate the drop down with matches. It will look for the following:

  • Partial Last name
  • Partial First and Last
  • Partial First followed by a space
  • A 7 digit telephone number
  • A PeopleId
  • An Organization Id
The list will be populated with as many as 6 different people matches and 4 different Organization matches. Organizations will be matched by the name of the org which contains the phrase you have typed in. Also, an Org Leader will be matched for the organization too.
4/16/13 note: Since this was originally posted, we have made the new Quick Search the default.

3 thoughts on “A Quicker Quick Search

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s