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Categorized Search functionality question for phone number

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Posted on by kcpacker85

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Hello, I have a question in regards to the D365 Categorized or "Global" Search functionality for phone numbers. On our Contact form, if the Business Phone number is inputted without dashes like 1234567890, why doesn't the global search pull that phone number back when putting the format as either 1234567890 OR 123-456-7890. This search works fine within D365 Online, but our environment is 9.1 On-premise. I've correctly added the phone number field as a find column on the quick view form. Is this a known limitation for on-premise? I can't find any documentation on phone number formatting with on-premise.

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kcpacker85 160 on at

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RE: Categorized Search functionality question for phone number

Hello, Adding an input mask does not pull back search results either. It must be a limitation w/ our on-premise environment. The mask isn't changing any format on the backend so how would global search know to pull back any results?
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Nya 29,058 on at

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RE: Categorized Search functionality question for phone number

Hi,

If you need to mask the phone number, you can try to enable the "Input Mask" control for the field.

The number masked in this way can be searched out according to my test.

It can be set by the following steps:

1.Go Settings > Customizations > Customize the system > Entities > Contact > Forms.

Select one form you need and click business phone number field to open ‘Field Properties’ dialog.

2.click on the Controls tab in the "Field Properties" dialog, then click on Add Control and select "Input Mask" and click on Add again.

3.In the Input Mask section click on the pencil of "Mask" property to edit the input.

4.The Configure Property "Mask" window comes up, click on the "Bind to a static value" and fill in the format that you want your phone number to appear in.

5.Save and publish.