Search
Hi,
Earlier this week I removed the popups from this page, now I have added a useful functionality. If you know for sure that I wrote an article about something, then just search for the words you remember. The textbox on the right side will only search this blog.
So far about searching the blog. Now something about searching in CRM.
Do you know on which fields of the entity the quick search is searching on? Or have you ever wanted to make the search also search another field, but it didn't work? Then you must have missed this feature: Quick Find View.
If you go to the customization page of the entity you wish to change, then go to "Forms and views". There is a view called "Quick Find Active [entityname]". On this view there is an option to set the search fields. There you can see and change the fields on which the quick find is searching on.
2 comments:
Hi, I am new to CRM and have an issue searching my customers. Each customer has a web address as part of there profile which shows in the customer view, but is not searchable at present. Are you saying that using this method that I can choose the web address as searchable?
Thanks
Joseph
Hi Joseph,
First of all, welcome in the world of MSCRM.
You're speaking of a 'customer profile' in your comment. I do assume that you mean the form page of an account. Correct me if I'm wrong.
The field 'websiteurl' on an account is a systemdefined field. When you are using the 'look for' search method, then the websiteurl will not be searched. Thats true. On the other hand, when you do go to the 'Advanced search' method, then you can select the entity account, and select the attribute websiteurl. Then you can search on the field.
This does only search the name of the url. So searching for http://www.ronaldlemmen.com will find my account if I'm in your system. You will ofcourse not find any data which is on my site.
Now that I'm thinking about that, it might be possible to add a ntext field, write a post callout which will crawl through the site and stores the important information in the ntext field.. then you can search through that field as well, but that'll be hard and probably not what you want now :)
Hope this answers your question,
Ronald
Post a Comment