Skip to main content
Skip table of contents

Quick Search in Windows Client

Basics

A quick search is a saved search, which is run automatically after opening it and displays the results in the main window, without displaying the search input mask.

If quick searches exist to a main window, they are displayed in the tool bar underneath the menu bar in the main window as symbol

and can be initiated from that position. Alternatively, you can open the Pull-down menu of the button
by clicking on
and invoke the search with the option Quick searches.

Hinweis

A quick search is directly executed in the main window. No additional level is opened.

A saved search becomes a quick search, when you assign to it the attribute quick search in the search management.

Hinweis

The characteristic quick search is user-specific.


By default, CURSOR-CRM comes with the following quick searches:

Activities

  • Own activities (standard search)

Selects all activities of the logged in user with the status “open”. The time span into the future is limited. You can edit it in the user options with default search time span future in days (tab Activities).

  • Own activities (+/- 21 days)

Selects all activities of the logged in user with status “open” and which are within the time span 21 days before and 21 days after the current date.

  • Unassigned imported mails

All own activities with the current date and the status "I" (imported) that couldn’t be assigned to a main contact person.

  • Imported mails

All own activities with the current date and the status "I" (imported). No restrictions on main contact person.

  • All imported mails

All own activities with the current date and the status "I" (imported). No restrictions to date and main contact person.

Quick searches in the sub area

In the vertical toolbar of the sub area the search button

is available. The Pull-down menu of the search-switch displays all quick searches which are available for the current submask.

Procedure:

  1. Click on search button
    This switches from the sub area to the main mask area. The data from the sub area is displayed in the list view of the main mask area. The search mask then opens automatically.

  2. Selecting a quick search in the search button
    This switches from the sub area to the main mask area. The quick search is executed and the selected data is displayed in the list view of the main mask area.

  3. Selection a quick search in the search button and

    -key pressed and held
    This switches from the sub area to the main mask area. The data from the sub area is displayed in the list view of the main mask area. The search mask then starts automatically with the loaded quick search.

Hinweis

The search contains dependence on the parent entity. Therefore the selection result is restricted.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.