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Associate Quick Search

Posted on by wikiagent

Quick search finds the required data as at least 3 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 Associate.
  3. From the top right corner, go to Quick Search.
  4. Quick search will search for the associate based on the fields set up under Setup > System Setup > Quick Search > Associate Quick Search.
  5. Enter at least 3 characters in the search box, then click the Search icon.
  6. Quick search results should be displayed based on the characters entered in the quick search bar.
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