You can designate up to 25 fields to include in each Simple Search default list.
To Set Simple Search Defaults:
- In the Administrator Dashboard, click the Simple Searches link in the Set System Defaults section (or, in the Administrator main window, select Defaults>Simple Searches from the menu bar). The Simple Searches dialog box opens.
- Click either the Call Ticket tab (to set Simple Search fields for Call Records) or the Customer tab (to set Simple Search fields for Customer Records).
- In the Table Name drop-down list, select the table containing the field you want to include in the Simple Search default list. If you select a Compound table (Subset or Detail), you must also select a Table Type (otherwise a default Table Type of System is selected).
- In the Field List, select the field(s) you want to appear in the Simple Search default list, then click Add. The added fields include the table name as a prefix to the field name. Fields are listed this way in the Simple Search submenu.
- Click OK