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Microsoft Dynamics CRM (Archived)

Search on dashboard not working as expected...

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If I search for text that is in a particular field, the only way it returns the proper results is if I use the * as a wildcard, e.g., I type Smith and it finds nothing, I type *Smith and it finds the correct records. I checked and the field that the value is in is searchable.

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  • Aileen Gusni Profile Picture
    44,524 on at

    Hi,

    What is your data looks like?

    Smith ABC?

    ABC Smith?

    Take a look this link to get more info about wildcard:

    community.dynamics.com/.../tip-178-do-you-know-what-a-wildcard-is.aspx

  • Community Member Profile Picture
    on at

    The data would be one field with "John Smith, Jr." as the value. So basically if a field has more than one word, I have to use a wildcard search? If it had been broken into several fields, one for first name and so on, it would have searched as I'm wanting?

  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at

    Hi Nsyrax,

    You need the wildcard to find the keyword for 'Contains' Operator.

    -Smith, Mrs

    -Smith Suarez, etc

    - Smith Edward Junior Johnson Elle Adam Raphael, whatever....

    Otherwise, use no wildcard for 'Begin With' Operator

    For example:

    -John Smith Lampard

    -Angel Santos Smith

    -Michael Smith

    Okay, I give you the screenshot to make more detail.

    For example:

    In the Opportunity:

    I have these data:

    search3.png

    Then, I want to search all Opportunity with keyword: order

    From the data in the above, you can see, I have 4 Opportunities with Name (a single field, an one field), containing 'Order'

    Then, I type:

    1. First, I type: 'Order' --> without * wildcard

    You can see, only 1 record

    search4.png

    Since we don't use wildcard, so that we use 'Begin with' Operator

    Then use Wildcard:

    search5.png

    It will find the records with 'Contains' keyword operator

    "If it had been broken into several fields, one for first name and so on, it would have searched as I'm wanting?"

    --> Yes. You're right. But you need to configure the find columns in Quick Find View Setting.

    For example in the Contact, we have two fields: First Name and Last Name sometimes can have middle names as well:

    I want to find Thomas Mueller, by searching using keyword: Mueller, without wildcard (*)

    search6.png

    Because I have different fields:

    search7.png

    Now, the result if different if I changed to use only Last Name, as one field to store the whole words

    search8.png

    Now, I type in the Keyword: Mueller:

    .....*it will show nothing:

    search9.png

    I have to use wildcard, now

    search10.png

    But, you need to configure the Quick Find Column as well,

    search2.png0

    but in this case, Contact and Account I think should have been set to these columns:

    Well, the wildcard is just like:

    LIKE '%Smith%'

    in SQL,

    and without wildcard is having similar function in SQL

    LIKE '%Smith'

    Hope it helps!

    Thank you

  • Community Member Profile Picture
    on at

    Thanks Aileen. I added the field with the name to the find column and get the same results as before. I'm new to CRM and so I likely setup this form in a less than optimal fashion.  I guess I will just need to let the CSRs know that if they don't seem to get the results they were expecting, to use the wildcard.

  • Aileen Gusni Profile Picture
    44,524 on at

    Hi Nick,

    Yes, but for some cases, you still have to add the Quick Find Column, for example: Quote, currently, you only can find by Quote Name, but later you want to find by Quote Id or Billing Address, then you just add the Quick Find Column.

    Nice to help you, Nick!

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