Configuring Quick Find

Quick Find allows users to search for key terms across single-line text, email address, and URL fields on all company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records at once. Quick Find gets data from the Quick Find service which runs as a background process. This service first builds an index of all database records and then periodically updates the index to track records that have been added or removed.

1. Click <My Profile> | Administration | System | Quick Find.
2. To view the current state of the service, use the following options under Quick Find Configuration: 
   • Quick Find service status. Shows whether the Quick Find service is running.
   • Last Quick Find index completed at. Shows the date and time when Sage CRM last indexed data for Quick Find.

   You can click Restart Quick Find to restart the service. You might want to do so if the service has stopped or if the last indexing occurred more than 10 minutes ago. Restarting the service does not rebuild the index.

3. To configure Quick Find, click Change and use the following options:
   • Maximum number of results. Select the maximum number of records you want to appear in Quick Find results.
   • Entities to be indexed. Select the entities you want Sage CRM to index and include in Quick Find. You can exclude entities from Quick Find to narrow search results, reduce the size of the index and RAM usage, and improve Quick Find performance. For information about indexing a custom entity, see Indexing a custom entity for Quick Find.
4. Click Save.