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How to Adjust Search Layouts: https://help.pm.leapevent.tech/a/1663154
Whenever you search in PatronManager, by default a certain set of fields from each object will appear in your search. But what if you want to see other fields when you search?
That's where Search Layouts come in! Search Layouts allow you to customize what fields you can see quickly when searching in PatronManager. This can be helpful to help you find the record you want quickly or to find information at a glance.
In this article, we'll walk you through how to adjust Search Layouts, which should take 5-15 minutes.
1. Go to Setup
2. Click into Object Manager
3. Find and select the object whose Search Layout you want to edit
In this example, we'll edit the Search Layout for Contacts.
4. Click Search Layouts
5. Edit the Default Layout
6. Select the field you want to add from Available Fields
Here, we'll add the Mailing Street field to our Search Layouts to help us quickly see a Contact's address when searching.
7. Click the Add arrow
8. Use the Up and Down arrows to adjust the order of Selected Fields (optional)
If you'd like to adjust the order that fields appear in for your Search Layouts, you can do so with the Up and Down arrows.
9. Save your changes
Now, when searching Contacts, the Mailing Street field appears!
