Quick Search

Overview

Quick Search allows a user to quickly find a record based on basic key information for the record (described below). The Quick Search can be found on the Outlook Ribbon Toolbar, at the top of List Views, and in the Lookup Controls.

Quick Search not only finds records quickly, but also orders them intelligently based on your search term and the type of record you're searching for. This is different to searching in a grid, as the sort order in a grid is always defined by the Display View you're using.

The new Quick Search is a change to the navigation from previous versions of Invenias as you can open Quick Search directly from the Outlook Ribbon Toolbar, instead of having to navigate to a list view to perform a search.

This article covers:

• People
• Companies
• Assignments
• Programmes

People

The following information is used when searching for People:

• Name
• Company
• Job Title
• Email Address
• Person Record Number

Companies

The following information is used when searching for Companies:

• Name
• Synonyms
• Company Record Number

Assignments

The following information is used when searching for Assignments:

• Name
• Company
• Internal Reference Number
• External Reference Number
• Assignment Record Number

Programmes

The following information is used when searching for Programmes:

• Name
• Programme Type
• Programme Record Number