Search Results

Note: This page is not applicable to Service Cloud Voice.

On the Search Results page in the Admin App, you can configure the order that objectsentitiesrecords display in search results, the search bar and Related RecordsObjectsEntities field. For instance, if your organization wants Contacts to appear in search results first above all other objectsrecordsentities, you can configure this here.

Note: Inactive records (e.g Users) will not display in the search by default. To enable searching for inactive records, contact InGenius Support for assistance.

You can configure the order objects are displayed in the search bar results:

In the image below, Contacts will appear first in the search bar results, followed by Accounts, Cases, Leads, and Opportunity, as they appear in Salesforce:

In the image below, Contacts will appear first in the search bar results, followed by Accounts, Cases, Leads, and Opportunity, as they appear in Microsoft Dynamics:

To change the order of search results in the search bar:

  • Select the icon to drag and drop objects and switch the order of appearance in the InGenius UI.

To add a new objectrecordentity:

  1. Select
  2. Choose the objectrecordentity you want to add.
  3. Select Add ObjectEntityRecord.

Note: If all available recordsentitiesobjects have been added, you cannot add a new objectrecordentity.

To prevent an objectrecordentity from appearing in the search bar results:

  • Click the icon displayed beside an objectrecordentity.
RecordsObjectsEntities Results

You can configure the order recordsentitiesobjects are displayed in the Related ObjectsRecordsEntities field search results:

In the image below, Accounts appear first, followed by Contacts, Cases, Leads and Opportunities.

The icons as they appear in Salesforce:

The icons as they appear in Microsoft Dynamics:

To change the order of results displayed in the Related ObjectsRecordsEntities field:

  • Select the icon to drag and drop objects and switch the order of appearance in the InGenius UI.

To add a new objectrecordentity:

  1. Select
  2. Choose the objectrecordentity you want to add.
  3. Select Add ObjectEntityRecord.

Note: If all available objects have been added, you cannot add a new object.

To prevent an object from appearing in the search results in the Related ObjectsRecordsEntities field:

  • Click the icon displayed beside an object.
ObjectsRecordsEntities Options

When the Allow deselecting the last related objectrecordentity box is checked:

  • Users are able to deselect a Related ObjectRecordEntity in the InGenius UI when a single one is shown.

When this box is not checked:

  • Users are unable to deselect a Related ObjectRecordEntity in the InGenius UI when a single one is shown.