[tweetmeme source=”BenHosk” only_single=false]
This is something I often forget where and how to configure this. I know it’s somewhere in the Views but always forget which view for the entity I need to change If you don’t know what I’m taking about a Find column is the a column you can search for when you are searching an entity.
So if you are searching contacts by default their find fields are E-mail First Name Full Name Last Name Middle Name Now I had a user who wanted to add some fields to this. To do this you need to go customize the view View: Quick Find Active Contacts When you open the view and then you will see a button called Add Find Columns
Add the column you want to search on, save and publish and now you can search on the new field.
If you want a step by step guide then you click the link below http://blogs.msdn.com/b/crm/archive/2006/05/02/589187.aspx
Nice reminder
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Is there any way to get “Add Find Columns” to show up for the Contacts Lookup View?
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I’m not sure what you mean.
The columns you add should also be searched in the Contacts lookup view. When you set the find columns they are then used for all searches for that entity
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This doesn’t seem to work when running in Outlook. I added OwnerID to the find columns for the Lead entity and it works perfectly in the browser but not in Outlook. It’s as if Outlook ignores the find columns.
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wouldn’t ownerid add the guid for the owner?
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Nope it drills down and searches on the User. But it only works in the browser for some reason.
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We are facing the issue that in OUTlook Search is not able to find the coulmn which is already configured in CRM quick search. Please give the solution
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What is the searchable check box do when we create a field. Doesn’t it mean that the field is searchable in any kind of search.
Quick find and Advanced find is a technique to search something and then it displays in a view.
What if i do not add this field in Add find columns, but i turned on the Searchable attribute in field. Will not it search?
Its interesting, if i have to add it to the Add find column again.
Thanks.
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the searchable attribute refers to whether it can be used in an advanced find.
The find column fields are the fields which are searched when you do a quick find on an entity.
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Great post, but I have a follow up question… 🙂
I would like to add a “regarding” column to my quick find. For example, I have cases, in those cases I have mails. From the “Quick Find” I would like to be able to search the “Description” table of the e-mail.
It´s possible to do this in the “Advanced Find”, but I would like to have it in my “Quick Find”! 🙂
thx for a great blog btw!
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if you can’t add the fields in the quick find list then i don’t think there is any easy way to do it
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I never said that it had to be easy… 😉
Thanks for your fast reply
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How do you make fields searchable, in a Search Box on a form, that do not show up in the Add Find Columns of the Quick Find View? I’ve tried adding the fields via Add View Columns within the view first, but they are still not showing up in the Add Find Columns. These are columns that are visible in the subgrid of the form, just not showing up as an option to make them searchable….thanks!
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Hello,
Is it possible somehow to add a related entity’s column to the quick find view ?
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No
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