Searching Notes with Attachments

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Posted on by Andrew Zimmer

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I would like to allow for searching of annotations that include attachments. It would be nice if we could search the actual context of Word and text documents. Has anyone has done this before.

Here is the approach I am leaning towards:
I can't find a supported way to do it within CRM, so am looking to use full text indexing by indexing the attachments in a table within a separate database. I would add a plugin on Create, update, and Delete of annotation entity and copy the data into a separate table that follows the structure that full text indexing requires. It uses an IMAGE field while CRM stores attachments as base64 strings in TEXT fields. I would of course need to write a custom web page for searching. It would call filtered views and join to my new table using the syntax that full text indexing requires.

I'm hoping there is an easier solution.

-Andrew

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