Searching any record within fraction of seconds in Odoo.

1. Fetch your records in fraction of seconds..!!
Quick Record Search
www.emiprotechnologies.com

2. Purpose
When amount of data grows larger, searching a particular record
becomes a bit difficult.
• To search a particular record quickly from a bunch of data.
• To prevent from a tedious task of clicking deep Menus(nested menus).
• When there is a need of searching similar records frequently and to
prevent from going through same process of clicking various menus.
www.emiprotechnologies.com
Quick Record Search

3. www.emiprotechnologies.com
Quick Record Search
Install Quick Record Search Module
After successful installation of this module, one menu will be appeared at :
Settings -> Technical -> Actions -> Quick Record Search

4. www.emiprotechnologies.com
Quick Record Search
Let’s create one search preference for searching task quickly by it’s Name.

5. www.emiprotechnologies.com
Quick Record Search
Quick Record Search Box will appear in every user's screen
Note :
Quick Search Box cannot be visible in the user's screen either default Quick
search preference is not set by ERP admin or any Quick Search preference
is not set by user.

6. Tree view : (This is optional) Used for multiple record search.
Default : By default, this search criteria is set to all users. So user need not to set
their own preference in case of no specific requirement of searching.
Default can be set to only one Search Preference.
www.emiprotechnologies.com
Quick Record Search
Settings

7. Selecting Exact -> Case sensitive
Selecting Matching -> Case insensitive
Selecting Current -> Displays the record in current window.
Selecting New -> Displays the records in a new window.
www.emiprotechnologies.com
Quick Record Search
Settings

8. www.emiprotechnologies.com
Quick Record Search
Quick Record Search Box will appear in every user's screen
Note :
Quick Search Box cannot be visible in the user's screen either default Quick
search preference is not set by ERP admin or any Quick Search preference
is not set by user.

9. www.emiprotechnologies.com
Quick Record Search
Let's search a task named “Make SRS”
Default searching is set to Search Task by Name, if any other search
preference is not set by user.

10. If there is no matching record found then you will get alert from system
www.emiprotechnologies.com
Quick Record Search

11. www.emiprotechnologies.com
Quick Record Search
Let me create another quick search preference in order to search
customers quickly from their respective city.

12. www.emiprotechnologies.com
Quick Record Search
Important :
If there are chances of fetching multiple records at a time, then tree view
is recommended in settings.

13. www.emiprotechnologies.com
Quick Record Search
User can set searching criteria as per their own requirement.
Go to following menu,
Preferences -> Quick Search Record

14. www.emiprotechnologies.com
Quick Record Search
Searching Customers whose City is “Delhi”

15. www.emiprotechnologies.com
Quick Record Search
Similarly, you can create your Search Preference as per the requirement.
Let's create search preference for searching Products by their Id.

16. www.emiprotechnologies.com
Quick Record Search
Detailed video can be found at,
https://www.youtube.com/watch?v=No9PmxB5ES8&feature=youtu.be

17. www.emiprotechnologies.com
Quick Record Search
For more details, contact us on
info@emiprotechnologies.com