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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to define search f...
Microsoft Dynamics CRM (Archived)

How to define search field target? CRM 2011

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Posted on by TseiTsei 4,585

When I am setting a "set regarding field", a Look Up Record -webpage Dialog opens.

The problem is that the Search fields targets only Account name and Account number fields. How can I change it to target a Primary contact field too?

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    Community Member on at

    Hi....

    You'll need to specify the field (Column) in the right view.

    You will need to change the "Add Find Columns" in the Advanced Find view (You'll need to be able to customise the system) to include the field you want to search on.

    Hope that helps

  • TseiTsei Profile Picture
    TseiTsei 4,585 on at

    Thanks, I was looking for a wrong view.

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