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Microsoft Dynamics CRM (Archived)

cant find in active record

Posted on by Microsoft Employee

the field "Conract ID" is a searchable record, when i'm in the All contract view, i can search for any contract IDand i can find it.

if i go to the IN Active Contract view, i can see the list of inactive records, but the quick find shows none if i search for any, 

what did i missed?

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  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: cant find in active record

    Good, then just clear the view filter if you find any filter conditions in quick find view design.

    community.dynamics.com/.../using-quick-find-to-search-for-active-and-inactive-records

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: cant find in active record

    yes, this did the job, now i can search for any record,

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: cant find in active record

    Thank you, this answered and solved my question

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: cant find in active record

    Hi Shaka,

    You need to change the filter criteria for your view. The below image is an example of a filter criteria that will display both active and inactive contract records.

    1643.Filter-Criteria.png

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: cant find in active record

    Hi Shaka,

    Check for the filtering criteria(Edit Filter Creiteria-under view editor) , it may be the criteria only configure to search only in activite records, you can remove this and it will search record in both active and inactive 

    viewedit.png

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: cant find in active record

    i followed the article here, i found that the Contract ID already selected in the quick find, and yes it finds the record as long as its status is Active, but when the record status is Inactive the search couldn't fetch it

    so some settings there make the search only limited to the active records, how to configure the quick find to search for both active and inactive records

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: cant find in active record

    Check what are all the quick find columns configured, add all the needed searchable attributes inside Quick find view design.

    [View:https://www.powerobjects.com/2015/10/22/how-to-add-a-field-to-quick-find-in-crm-2015/]

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: cant find in active record

    Hi Shaka,

    It is worth checking the filter criteria for your views. For more information on views read this article.

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