The Quick Search widget finds operational records without leaving the Dashboard.
Add Quick Search
Choose Add Widget, then Quick Search, to add it to your dashboard. It is optional and is not part of the default layout.
Searchable Records
Search results are grouped by the record types your role can access. These can include:
- Pets, adopters, fosters, volunteers, and surrender applications.
- Adoptions, events, tasks, transports, and drivers.
- Clinics, veterinarians, medications, and prescriptions.
- Donors, donations, and wishlist items.
- Food products and documents.
Enter part of a name or other identifying text, then select a result to open its record. Capitals and accents don't matter: "jose" finds "José". Each record type shows its top three matches with a count of all matches. When you type two or more characters, a name equal to your search comes first, then names that start with it, then the most recently updated matches. When the search is empty, Quick Search shows pets currently in care and recently updated records of each type.
Search Scope
Quick Search respects account access and feature permissions. A record type does not appear when your role cannot access it, and results are limited to the current account. Pets are visible to every role, and adopters and fosters to every role that can view them; when your role cannot open a record's page, it is listed without a link.
For advanced filtering or full lists, open the feature's own list page after finding the relevant area.