re: Add Find Columns

justsml — Sun, 14 May 2006 02:57:23 GMT

Is there a way to search in CRM always using wildcard SQL LIKE syntax AND without having to type "*"? (e.g. Select * From {CRMTableName} Where FirstName Like '%%')

I was also wondering: why it is so *difficult* to search for keywords in any/all data in CRM v3.0?

FYI: I had to custom write a "CRM Search Engine" - it lets you type your query terms (into one text box, like Google) and automatically searches just about every entity and intelligently returns matches where all the search terms (seperated by spaces) were found ANYWHERE in the entity's various fields. It also sub-groups related entities (i.e Task, PhoneCall, etc). Furthermore, my staff can close any Activity or Case (after optionally editing a textbox prompt with a default "resolution" message) in the results by simply clicking a checkbox (I use AJAX so the user does not have to wait for the page to re-load).

I am now the hero at my company! My sales and support teams can quickly research a client (and related records) when they are on the phone with them;. Oh yea, I also auto-detect 10-digit phone number queries, when a phone # is found I query every single phone # field for any substring match of the parsed phone #'s 3 seperate parts - now Caller ID is looking a lot more powerful! ;)

Anyway, If you want to know how I did this let me know @ Dan[A T]DanLeREMOVEvy.net I'll try to help as many people as I can, including Microsoft's CRM Team - hint hint ;).

Best Regards,
Dan L.

re: Add Find Columns

Jim Glass — Wed, 31 May 2006 00:12:01 GMT

Hmm... maybe this is something that will lend itself to a download on Sandbox. There is that contest for an Xbox in June. ;o)

re: Add Find Columns

Padraig — Wed, 09 Jul 2008 17:50:00 GMT

Is there any way to customise the quickfind in CRM 4.0 to seach the current view only?

I have a problem where I use filtered views but when a user uses the quickfind search, ALL contacts are returned with a match, even contacts that are not in the current filtered view.