Gmail Search: Difference between revisions

From Accelerator for SageCRM
(Created page with "Search works in a number of ways *1. Email Matching *2. Manual Search *3. Parse Search There are also 2 extra options here *4. Bookmarks *5. History ----- 1. Email Matching The system will take an email and search as follows: a. tag matching (if there is a tag in the email) b. Person match (full match) c. Company match (on domain or on person email domain returning their company) d. Lead match If no match is found the user is presented with the new Company screen...")
 
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*2. Manual Search
*2. Manual Search
*3. Parse Search
*3. Parse Search
There are also 2 extra options here
*4. Bookmarks
*5. History


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The system will take an email and search as follows:
The system will take an email and search as follows:


a. tag matching (if there is a tag in the email)
a. Person match (full match)
b. Person match (full match)
b. Company match (on domain or on person email domain returning their company)
c. Company match (on domain or on person email domain returning their company)
c. Lead match
d. Lead match
 
[[File:Screenshot_2026-06-26_140510.png]]


If no match is found the user is presented with the new Company screen.  
If no match is found the user is presented with the new Company screen.  


When there is a tag the Summary will have a yellow top.
[[File:Screenshot_2026-06-26_140726.png]]
 
[[File:Screenshot 2026-06-25 115950.png]]
 
Were there is no tag, all matches (person,company, lead) will be returned.
 
The first item will be shown but if you click back to the Search area you will see all results.
 
[[File:search6.jpg]]


-----
1. Manual search
2. Manual Search
You can search across


You can search on all available entities (this can include custom entities).
* Accounts
* Contacts
* Leads
* Opportunities
* Cases
* Activities (communications like email and phone)
* Custom Entities (contact us for details)


[[File:search1.jpg]]
Note: How the search works for all entities can be customised.
[[File:Screenshot_2026-06-26_134127.png]]
[[File:Screenshot_2026-06-26_134144.png]]


See


    https://accelerator.crmtogether.com/index.php?title=Tabs_and_Lists
for details on how to control what fields are displayed in the list
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3. Parse Search
3. Parse Search


This option is available under the search options menu
This option is available under the search options menu


[[File:search2.jpg]]
[[File:Screenshot_2026-06-26_135211.png]]


This opens a dialog window showing all available email addresses that the system can parse
This opens a dialog window showing all available email addresses that the system can parse


[[File:search3.jpg]]
[[File:Screenshot_2026-06-26_134657.png]]


Clicking on one of these items will use that email address in the search and act accordingly.
Clicking on one of these items will use that email address in the search and act accordingly.
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4. Bookmarks
This option is available under the search options menu
Clicking this shows the list of bookmarks that you have made.
When you view an entity you can add/remove a bookmark from the icon.
[[File:search4.jpg]]
-----
5. History
This option is available under the search options menu
Clicking this opens a dialog with the history screen showing.
[[File:search5.jpg]]
Using this screen you can filter the data.
When you click a record then that record will be opened in the task pane.
-----
Customizing
A. To add in a primary custom Entity*
* created using the entity wizard
Open the "...custompages/sagecrmws/web.config"
Edit the line "SearchEntities"
EG..here we add in "Project"
      <add key="SearchEntities" value="Company,Person,Lead,Cases,Opportunity,Project" />
Within CRM make sure that the Entity is available via webservices.
* You may need to restart CRM to see the entity in the search drop down (as the config data is cached).
[[File:search10.jpg]]
Restart outlook or reload the app
[[File:search8.jpg]]
The fields searched will be the
  prefix_name
or the table description field (if set)
B. Customising Search
Create a screen in CRM called
  ENTITYOfficeIntSearch
EG
casesOfficeIntSearch
[[File:search9.jpg]]
and add the fields you want the search data to be on. The fields you add will be added using an OR statement.
Right now the following fields are used always by default using a sql LIKE statement
* Company - comp_name, (comp_emailaddress also in some cases)
* Person - pers_lastname, pers_firstname,Pers_EmailAddress
* Opportunity - oppo_description
* Cases - case_description,case_referenceid
* Lead - lead_personfirstname, lead_personlastname, lead_companyname, lead_description
* Primary custom entities - If there is a description field this is used and if not PREFIX_name field is used.
C.
If you rename an entity (for example Opportunity to Project) then you must update the user language caption for the ltem
  Family=Tabnames
  Code=Opportunity
EG
[[File:sage_caption_menus.png]]
D. You can also use a custom view once it has the format
    vACSearchlistENTITY
eg
    vACSearchlistCompany
and the system will pick this up and use this instead of the
    vSearchlistENTITY
which is a standard CRM view.

Latest revision as of 14:10, 26 June 2026

Search works in a number of ways

  • 1. Email Matching
  • 2. Manual Search
  • 3. Parse Search

1. Email Matching

The system will take an email and search as follows:

a. Person match (full match) b. Company match (on domain or on person email domain returning their company) c. Lead match

If no match is found the user is presented with the new Company screen.

1. Manual search You can search across

  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Cases
  • Activities (communications like email and phone)
  • Custom Entities (contact us for details)

Note: How the search works for all entities can be customised.


3. Parse Search

This option is available under the search options menu

This opens a dialog window showing all available email addresses that the system can parse

Clicking on one of these items will use that email address in the search and act accordingly.

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