Every second counts when you are on the phone with a customer. If you can’t find their record quickly, the customer starts to lose patience. If the customer loses too much patience you may lose the customer.
However, in order to save time Quick Find only searches a handful of fields. These default fields vary by entity but Quick Find only searches the selected fields.
If you have customized your system you most likely have added additional fields that should be searched, such as a unique ID number. Without adjusting the Quick Find search criteria you will not be able to find the records by using that unique ID number.
Fortunately, changing the search criteria is easy:
- Click on SETTINGS
- Click on CUSTOMIZATIONS
- Click on CUSTOMIZE THE SYSTEM
- Expand the entity that you want to edit (i.e. Account) and click on VIEWS
- Open the QUICK FIND view
- Click on ADD FIND COLUMNS
- Add a check mark next to the fields you need Quick Find to search (i.e. ID Number)
- Click OK
- Click SAVE AND CLOSE
- Click PUBLISH ALL CUSTOMIZATIONS
Your Quick Find will now search the new custom fields you added. Just be sure to not overload Quick Find with too many fields as that will slow down your search. You can follow the above steps and remove search fields as well—a good idea if your customized CRM no longer uses that field.
If you need help with implementation or customization don’t hesitate to contact
By Dave Packard with Cargas Systems,