Accessing Information from the Search Results Page

Overview

To improve your ability to sort through records quickly you can access key components of the record from the Search Results page. There are three configurable columns available to display on the search results page:

Each column in the search results page will include an image.  When the mouse is positioned over the image the list of contacts, opportunities and custom forms associated with the record will be displayed. From the accounts / search results page, the user can quickly update contact, opportunity and custom form information. You’ll need to make a couple of changes to your system to access the new features.

Steps to configure the labels for each of the columns:

1. From the Administration/Customize Labels

After customizing the labels to access contacts, opportunities and custom forms you can create a new search result view to include these new items.

Add the new fields to a custom view to see the new columns. Apply the newly created view to your search results. The new search results will display the “More Info” icons. You can edit the labels to reduce the fields width on the page, for example you could change to Info, Forms, Deals, Contacts.

Creating a new view

Additional features that can be accessed directly from the search results page: