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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / cannot find records e...
Microsoft Dynamics CRM (Archived)

cannot find records even if field is searchable, included in Quick Find field and use of *

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Posted on by Jea2nie 720

Hi,

I cannot search for my opportunities even though the fields are

1) made searchable

2) added to the Quick Find views.

3) use * before the search term

These fields are added to the quick find for Opportunity View (Account Name and Contact Name).

What are the other reasons why it wouldn't work?

Kind Regards,

Jeannie

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I have the same question (0)
  • Hosk Profile Picture
    Hosk on at

    I don't think making the fields search on related entities is going to work with the opportunity.

    You mention account name and contact name but these fields are not displayed on the opportunity record.

    I added contact to the find columns of the opportunity entity and then I was able to search for contact names and it was filtering on my opportunity search.

    so I would try adding account and contact on the opportunity find columns

  • Suggested answer
    Remon Profile Picture
    Remon 1,485 on at

    Hi Jeannie,

    Are your opportunities still open? Also did you add them as Find Columns in the Quick Find View, not only as visiable (View Columns) ?

    Closed Opportunities won't be found. By default Quick Find searches only Active (Open) records.

    You can also edit the Filter Criteria...

    Hope this helps.

  • Jea2nie Profile Picture
    Jea2nie 720 on at

    Hi all,

    Thanks for the input.

    - Yes, opportunities are still open. I tried the search in Open Opportunities View.

    - the fields are visible in the Quick Find View as columns.

    - the fields are visible in the Open Opportunity View.

    - checked, no filters anywhere for all the views.

    -  the fields are visible in the Opportunity Record/Form.

    Anymore ideas?

    Jeannie

  • Verified answer
    Remon Profile Picture
    Remon 1,485 on at

    Hello Jeannie,

    you still don't say that you added the column to the 'Find Colums' on the Quick Find View, so did you add them there?

    Check this post:

    crmrockz.blogspot.nl/.../adding-custom-field-to-quick-find-view.html

    Let us know!

  • Jea2nie Profile Picture
    Jea2nie 720 on at

    HI Remon,

    Thanks for the post. It the solution!

    I 'Add View Column' the fields that I wanted to search for but I did not repeat it for the 'Add Find Column'.

    Regards,

    Jeannie

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