1. Conduct a quick search as you normally would (select a record type and type a search string). The quick search results page will open.
2. In the results page, click the Change Condition button in the upper-right corner of the page. The Conditions page for the quick search will open.
3. Type the criteria you want all future quick searches to use. Any criteria field in the Conditions page except for the keywords criteria can be saved for future use in the quick search.
![]() | You can change the column sort-order of the search results by clicking the column headers. When the quick search is saved, so too is the column sort order. When the quick search is used again, results will be displayed using the column sort order saved with the quick search. See "Saving the Column Sort-order of Quick Search Results" for additional details. |
4. Click Save link under the page header. The quick search for the selected record type will be saved with the modified conditions and with the current column sort order. All future uses of the quick search will use the saved conditions and column sort order.