A user must have the Access Quick Search permission enabled to use this feature. The system will only provide search results that a user has permission to view.
The quick search option in the upper navigation bar is accessible from any page in GivingData. This search allows you to easily locate and navigate to a record or other item, such as an organization, request, task, or document.
When you begin typing in the quick search bar, a modal with a list of results appears. Results are categorized by record or item type.
- Click an item to navigate to it.
- Click View All for a category or click the category at the top of the page to filter the results accordingly.
- Click the X icon in the quick search bar to clear the current search.
Click the quick search bar to view lists of recently selected search results.
- Click a category at the top of the page to view the corresponding list of recently selected results.
Click the X icon to close the quick search modal.
To view all items or records in the site, enter “%” in the quick search bar. This is referred to as the wildcard search function.
This can be useful in several ways:
- Collecting overall totals for different record types in your site.
- Browsing a list of all records of a certain type.
- Viewing all records of a certain type to assist with locating duplicates.
The table below shows the specific fields that are searched for each record or item type. It also shows what navigation will occur when clicking an item in the quick search results.