This topic describes how to change the fields that are searched when using quick search for both the Management and the home page. It can be desirable to configure the quick search settings because this can ensure that the results are relevant when searching. In many instances it is preferred to change the settings so that certain fields are not searched, most commonly, the Summary field.

 

Details on how to change the search fields are below.

 

·Open any table in Management and click Settings / General from the top menu.

 

 

 

·From the new box that opens, click the Quick Search tab.

 

 

 

·To begin altering the quick search fields first select the appropriate table to change from the drop down menu. For example, if wanting to change the fields that are searched when using quick search in Current Loans, select Current Loans from the Table drop down menu.

 

 

 

·The fields that are currently searched through are shown under Selected fields.

 

 

 

·In this example, we are going to add the title field so that quick search will look at this field when using quick search in the Current Loans table. To do this, select the field from the list under Available Fields. This particular field belongs under Resource Master, expand this heading by clicking  next to Resource Master and then locate the Title field.

 

·Highlight the field and click the right arrow to move this under Selected Fields.

 

 

 

·The field will then display under Selected Fields

 

 

 

·Click OK to save the changes.

 

 

 

 

 

 

 

 

 

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