Narrowing Search Results in the Quick Search

Selecting the arrow on the drop-down menu enables a user to narrow the search criteria based on service.

Note

In Aptify 5.5.1, this functionality was called Global Search.

Selections include services like 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

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.

5.5 Product Knowledge

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Narrowing Search Results in the Quick Search

Analytics

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