Search

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

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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.

When there is a tag the Summary will have a yellow top.

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.

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2. Manual Search

You can search on all available entities (this can include custom entities).

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

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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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.

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5. History

This option is available under the search options menu Clicking this opens a dialog with the history screen showing.

Using this screen you can filter the data. When you click a record then that record will be opened in the task pane.

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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).

Restart outlook or reload the app

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

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

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.