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Customer experience | Sales, Customer Insights,...
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CRM-Sales: Search this view and Quick find

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Posted on by 15

Hi All:

I have a couple of quick questions regarding the Grid search options  “Search this view” and “Quick find”.

1 - The “Search this view” is already set up in Production and QA.  The “Quick find” is setup in DEV.

Based on the documentation, this can be changed by an Admin. I want to change the Grid search in DEV from the "Quick find" to the “Search this view” option.

The documentation states that I can change the option in the General tab under System Settings. Where can I find the System Settings?

2 – The “Search this view” in QA and Prod seems to be limited in its search. It seems to only search for certain fields (maybe just those identified as “searchable”).

I know the Quick Find is a view and the search items can be configured to search for fields listed in its index.

Can the “Search this view” option also be configured to look for other custom fields as well, like Gameboard and Capture Manager values …etc.?

pastedimage1661826505446v1.png

pastedimage1661826515437v2.png

Thanks.

I have the same question (0)
  • Verified answer
    Ray Profile Picture
    1,537 on at

    Hi,

    For the first question:

    You can find the switch following these steps:

    1. Go to PowerPlatform Admin Center(click this link)

    2. Select environment you want to change.

    3. Click Setting.

    4. Click Product and then Click Feature.

    Here is a screenshot for a result:

    3835.Search.png

    For the second question:

    I think "Search this view" also can be configured to search for fields listed in its index, you only need to config the quick find column in Quick Find view(You have mention about). But be patient, this actually create some index in database, it takes time to be done.

  • Verified answer
    Ray Profile Picture
    1,537 on at

    Bytheway maybe you forget to hidde the company logo and domain in your screenshot.

  • CRM-Reports-RJS Profile Picture
    15 on at

    Great! Thanks for the input.

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