The Quick Search feature

The Quick Search feature is designed to find stored Flex details while also quickly enabling the creation of new items.

Quick Search can be configured to search for specific data and display results. In Quick Search you can create new items such as Tasks, Interactions and Emails if the item does not already exist.

If your search brings back results they will be displayed as shown to the left. Click on the item you were searching for and voilà!

If your search does not bring back results, Quick Search will prompt you to create a new item – an Account or Lead. This is because these two types of items are top-level items.