Ivo uses an auto-search function when creating new records, and on the "Find" and "Delete Records" screens. This function works by starting to search for results as you type in the relevant search fields.
In large organisations with tens of thousands of records, this can result is slower performance of Ivo as the search function has to look through and return more records.
The settings shown here will limit the number of searches that Ivo performs, and therefore speed up the operation of Ivo, while not limiting the practical use of the auto-search functionality.
(Please note that the "auto-search" function is permanently disabled when searching File Notes on the "Find" screen. This is because file notes have a very large amount of text and searching them is intensive. If auto-search was enabled it would perform multiple searches of this very large amount of data and impact all users.)
These are all "per staff" settings and can be accessed by anyone following the steps indicated in the picture.
Automatically find while typing
This setting doesn't apply when creating new records, but does apply to the "Find" screen, and to the "Delete Records" screen on the "Ivo Administration" tab.
The appearance of the search control may seem a little unusual. This is because of the way it dynamically changes size as you type, and after selecting an entity. If the appearance is disconcerting, you can turn on the border which frames the control clearly.
Delay before starting search
When creating a new record and selecting the client, by default Ivo automatically searches with each keystroke. However, this setting implements a delay after each keystroke, so that you can type several keystrokes before searching begins. For organisations with a large number of entities, this makes a big difference to the overall process because less searches are performed (ie. just one or two, rather than one for every keystroke), and the searches that are performed return far fewer results.
Staff can adjust this themselves to cater to their own typing speeds (ie. faster typers can typically set it lower, to say 300; slower typers might set it as high as 1000, but anything higher than that would be counter-productive).
Minimum characters before search starts
This setting means that regardless of the "Delay" setting above, Ivo will not do any searches until the minimum number of characters has been entered. Again, this significantly reduces the number of searches taking place and the number of results returned.