Manage Demographics | Allow Quick Search

#Participants #Demographics Search by demographic

Updated over a week ago

The Quick Search options default to Last Name, SSN, and Case Number. However, it is possible to Quick Search on other standard demographics or custom demographics.

Participant Name (including Prefix, First Name, Last Name, and Suffix) will always be retrieved through the Quick Search, but you can choose up to four additional demographics, either Standard and Custom, to return in your Quick Search as well. Use the following steps to choose which demographics can be used to locate Participants through the Quick Search.

Note: The options selected in these steps are affected by the scope of the demographic. 

  1. Expand the Site Administration section of the Navigation Bar.

  2. Click Manage Demographics.

  3. Under “Allow Quick Search,” check the boxes next to the demographics you wish to quick search on.

  4. Click Submit.

Note: For more information on setting Quick Search settings, click here.

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