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Narrowing Search Results in the Quick Search

When you click the arrow on the drop-down menu, it enables a user to narrow the search criteria based on the required service.

  • Selections include services such as Persons, Companies, Employees and Organizations.
  • Click the Plus sign to the right of a service opens a new record form for that service.
  • Users can also search for items like Views and Wizards and launch those elements directly from the quick search area.

Web Interface Quick Search Parameters

Note

Aptify includes support to configure the Quick Search feature and modify what entities are included. See About the Search Configurations Form for details on how to configure this feature.

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