Using QuickFind

How to use QuickFind in Adapt

Written by Jackie Read
Updated over a week ago

QuickFind is a quick search for all types of records.

  • Use the ‘Home’ pages on the tabs to locate records in a ‘QuickFind’. 

  • Select the record type(s), add criteria and click ‘Find’. The results will list any records that match the defined criteria.

  • Select the blue hyperlink to access the record.

  • Hover over the blue hyperlink to see the record preview (in a ‘fly-out’).

  • The ‘Select’ box to the left hand side can be ‘ticked’ to allow the user to add a record to ‘Favourites’ by clicking on ‘Go’ at the bottom left hand side of the window.

  • The record criteria displayed in the list can be adjusted using the ‘Reformat’ option.

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