Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Issue setting search c...
Microsoft Dynamics CRM (Archived)

Issue setting search columns on quick find view

(0) ShareShare
ReportReport
Posted on by Community Member

Hello,

Currently when I use the quick find box for LEADS it seems to be searching just on the first or last name (NOT full name). So if I type a Lead's full name into the search box it won't find them (even with *).

In settings I went to the Quick Find View for Leads and tried to add full name in the list of columns to search in, but full name wasn't visible on the list!

I was able to select full name as a search column for the Quick Find view for contacts, so I'm not sure why I can't do the same for Leads.

Any ideas?

*This post is locked for comments

  • Community Member Profile Picture
    Community Member on at
    RE: Issue setting search columns on quick find view

    Hi Scott - thanks very much, this was the problem. So simple, but I didn't realise it was called 'name'!

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: Issue setting search columns on quick find view

    Hi C Taylor,

    The Quick Find View is by default only search and show 'Open Lead', it was set in the filter criteria.

    So, if you search the lead by full name but the Lead has been closed before, so it will not show in the result.

    Do you search the Closed Lead?

    Thanks.

  • Community Member Profile Picture
    Community Member on at
    RE: Issue setting search columns on quick find view

    Nice Job Scott.

    Why did CRM do that when they have a field called "Full Name" then list it under "Names" in the Views. Very confusing!!!

    _damon

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 19 on at
    RE: Issue setting search columns on quick find view

    Leads do have a Full Name field - it is called simply 'Name' and is by default in the Quick Find view. It could be that someone has removed it and marked it as not searchable in the field configuration.

  • Suggested answer
    Hosk Profile Picture
    Hosk on at
    RE: Issue setting search columns on quick find view

    I don't think leads have a full name field?

    if it does exist you need to make it searchable and then it will appear in the quick find choices.

  • Community Member Profile Picture
    Community Member on at
    RE: Issue setting search columns on quick find view

    I think you can only do a Full Name search with Contacts.

    I stand corrected by Scott please see his post below....

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

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans