Quick Searches allow you to easily return a view of Records or Actions based on common search criteria from the Quick Search interface.

Quick Searches can only be performed from Record or Action Grids.

1. Click the Search Bar.
2. Click Quick Search from the drop-down menu.



3. Specify the criteria to search for in the available boxes.
• Selecting multiple criteria in the same box will use OR search logic. For example, selecting Classifications of Client and Prospect will return a list of any Record that has either or both Classifications.
• Selecting criteria across more than one box will use AND search logic between the boxes. For example, selecting a Classification of Client and an Interest of Baseball will return a list of only Clients that have an Interest of Baseball.
4. Click Apply Results in the bottom-left corner.

Saving Quick Searches

1. Create a Quick Search as specified above.
2. After setting the search criteria, name your search in the Save this Search box.
3. Click Save this Search.

Loading Saved Quick Searches

1. Click the Search Bar.
2. Click Quick Search from the drop-down menu.
3. Select a saved Quick Search from the Load Saved Search drop-down.
4. Click Apply Results.

Deleting Saved Quick Searches

1. Click the Search Bar.
2. Click Quick Search from the drop-down menu.
3. Select a saved Quick Search from the Load Saved Search drop-down.
4. Click Delete Saved Search just beneath.