To add a Quick Search portlet:

1. ClickPersonalizein the upper right corner of your dashboard or usePersonalize Dashboardin theSettingsportlet.

2. On theStandard Contenttab of thePersonalize Dashboardpalette, click theQuick Searchicon or drag it onto the dashboard.

3. By default, the portlet is configured to search over general records, such as customers, vendors, items, activities, and other records.

   To make this portlet search over transaction records, such as cash sales, purchase orders, customer refunds, and other transactions, clickSet Upin the portlet menu and selectTransactionfrom theSearch Typemenu.