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Rule qualifiers are criteria used to determine whether a user's attempted operation, such as deleting a Record, should be permitted. Qualifiers can include who the user is, the phase of the record, the number of days from when the record was closed, and countless other possibilities.

Search View qualifiers are Attributes used as criteria that a user can use to search for records, such as the name of the record, the record number, the phase of the record, the record's assignees, and countless other possibilities.

Quick Search

Search performed directly from a Search Module field by typing search criteria in the field and then clicking the Find icon. The formatting requirements for typing your criteria vary depending on whether the Search Module field is for a Project, Contact, User, or Account.

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