Add Quick Search Reports to a Navigation Set

You can add Quick Search reports to a navigation set so that staff members can access Quick Search from any navigation list on the agent desktop. These reports allow staff members to open records, even with limited information and regardless of the type of record they are working on.

When you create a navigation set, you can define which Quick Search reports appear on the Quick Search drop-down list on the navigation pane. The same Quick Search menu appears for every navigation button in the navigation set.

Note: Remember that staff members can move or hide the Quick Search tool window and other tool windows on the navigation pane. For information about changing what appears on the navigation pane, see Change Tool Window Visibility.

B2C Service includes the following predefined Quick Search reports.

• Answer Quick Search

• Asset Search

• Campaign Search

• Contact Quick Search

• Contact Quick Search for Dashboard

• Contact to Channel Type Quick Search

• Document Search

• Incident Search

• Mailing Search

• Outreach Task Search

• Opportunity Search

• Organization Quick Search

• Quick Search Dashboard

• Service Task Search

• Survey Search

1. Click Configuration on the navigation pane.
2. Expand Application Appearance, and then double-click Navigation Sets.
   The Navigation Sets explorer opens.
3. On the right side of the explorer, right-click the navigation set you want to add Quick Search reports to and select Open.
4. Do one of the following:
   • If the Quick Search component check box on the upper portion of the right column is cleared, select it.
   • If the Quick Search component check box is already selected, click it.

   You may need to scroll down to find Quick Search. If any reports are defined, they appear in the lower portion of the right column.

   The Quick Search component is highlighted.
5. On the left side of the content pane, expand the list under Public Reports.
6. Drag a search report from the left column and drop it in the lower portion of the right column.
   You can also add search reports by double-clicking them or by selecting them and clicking Add.
7. Click Save.