web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Quick Find View Limitations

(0) ShareShare
ReportReport
Posted on by 25

As I understand it there is a single quick find view per entity in CRM 2011. This quick find view is used as the search basis for all grid view quick searches, as well as lookup searches within lookups to that entity in other forms.

The limitation comes when you want to have different search columns for different lookups and even different views.

Is there any way to define different quick find views on an entity to allow you to define different search columns for lookups vs views?

 

*This post is locked for comments

I have the same question (0)
  • Michael Kerr Profile Picture
    25 on at

    Hi Frank,

    Thanks for your feedback, agreed it would be a very useful future enhancement.

    Unfortunately advanced find or filtered view will not suit our needs as the requirement is for a specific search within a lookup to the Contact entity. These search requirements are different to the  other Contact lookup search requirements in other parts of the system.

  • Suggested answer
    Frank Lee Profile Picture
    4,617 on at

    The quick find view find columns defines all the columns that is search for the entity's views.  There isn't anything separated.  It would be a good suggestion for future enhancement.

    Maybe use advanced find or filter view for now.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Shidin Haridas Profile Picture

Shidin Haridas 2

#2
Abdullah13 Profile Picture

Abdullah13 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans