What?

Searching preferences control whether or not you want to use Search Auto-Redirect functionality.

 

These preferences and changes are defined individually by each database user.

 

How?

 

There are two ways to access Searching preferences. Go to your profile dropdown menu at the top right of the CRM. Select "Preferences" OR Go to your profile dropdown menu at the top right of the CRM. Select "Manage Your Account" From the Preferences section of the page, select "Change Site Preferences." Site preferences are divided into several categories. Information on the other categories can be found here: Manage Your Account: Change Site Preferences Searching preferences is the seventh category of the page.

 

 

 

 

 

 

• Setting Search Auto-Redirect to "Yes" will take you directly into that contact's record if only one meets the parameters of a search.
  
  
• After making any changes to these options, click Save Preferences in the upper right corner of the Searching preferences section to save your changes.