Wednesday, December 2, 2015

MSCRM 2015 - Update Global Search Fields

In addition to modifying the entities that are searched with the global search function (see this blog post), we can also update the fields of each entity that are searched. Following the example from my other post this month, what if we want to be able to search on not just the quote name but the quote number? Currently, if I search on a quote number that I know exists in the system, I receive no search results. This is because the quote ID field is not selected in our list of searchable fields.
Navigate to the Customizations area and choose Quote > Views. Open the Quick Find view and select the option to "Add Find Columns."
Here you can select the fields that you want to be searched. I'm going to select Quote ID. Make sure you save and publish your changes.
Now when I search on a quote ID, I receive search results.

3 comments:

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