By default, the following search filters are automatically selected for all users:
Advanced search options
Search in: |
| ||||
Check nickname | Only search primary addresses | ||||
Check aliases | Include deceased | ||||
Check alternate lookup IDs | Include inactive | ||||
Check merged constituents | Include fuzzy search on name |
To change these defaults:
1. Go into Smart Client and Design Mode
2. Administration -> Application -> Shell Design
3. Tasks
4. Right-click and edit (example, Constituent Search or Transaction Search)
5. Find FormFieldOverrides and click the ellipsis
6. Add a new field override for the desired filter (example, INCLUDEDECEASED) with DefaultValueText equal to true or false (true indicates that the box will be checked by default; false indicates that the filter box will remain unchecked by default)