Wednesday, December 2, 2015

MSCRM 2015 - Modify Global Search Entities

Ever wonder how you can change the entities that are searched with the global search box? That is the box in the upper right corner in the blue bar. Depending on your resolution, you may only see the magnifying glass icon.
When you look at your search results, you can see which entities are searched by opening the "Filter With" drop-down. By default, quotes are not searched here but what if your users want to do a global search by quote number?
You can add Quotes to the list of searched entities by going to Settings > Administration > System Settings. On the General tab, scroll down to the area marked "Set Up Quick Find" and choose "Select." In the window that opens, find the Quote entity and click Add.
 Now when we do a global search, we can see that quotes are being searched as well.

1 comment:

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