Home   /   Cases   /   Cases List   /   Quick Search

Quick Search

Posted on by wikiagent

Quick search finds the required data as characters are entered in the search box, displaying relevant results instantly. This allows users to quickly locate information without completing or submitting the full search term.

  1. Sign in to AgentFront CRM.
  2. From the top menu, choose Cases.
  3. From the top right-side menu, Click on Quick Search.
  4. Enter at least 3 characters in the search box, then click the search icon.
  5. Quick search will search for the case based on the fields set up under Setup > System Setup > Quick Search > Case Quick Search.
  6. Quick search results should be displayed based on the characters entered in the quick search bar. Quick Search will search for cases based on the fields previously set up in the Setup menu. (Setup> System Setup> Quick Search> Case Quick Search)
0
0