Overview
Quick Search is meant to save time. When configured well, it shows the record types users genuinely want without unnecessary clutter.
Where To Find It
Path: Utilities > Quick Search Settings and main search windows
Use Quick Search settings when users want to control which result types appear, and use the search windows to find records quickly across QBM.
How It Works
QBM stores user-level Quick Search settings and uses them to decide which result groups are shown when the user performs a search across supported record types.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Search settings | Controls the result types included in Quick Search. | Use it when the search output should be simplified or tailored to the role. |
| Search results | Shows the matching records returned by the query. | Use it when locating the correct record quickly matters more than navigating through modules. |
| Document-type selection | Lets the user focus on the relevant result families only. | Use it to reduce noise in shared or busy systems. |
Recommended Workflow
- Open Quick Search Settings and review the current result-type selections.
- Enable the result groups the user genuinely needs and remove the noise.
- Run a few normal searches to confirm the settings feel helpful.
- Adjust again if the results are still too broad or too narrow.
Best Practice
- Keep search settings aligned to the user's role.
- Avoid enabling every result type unless the user truly needs that breadth.
- Review search behavior after major process changes in the company.