Customer Engagement & Dynamics CRM Forum

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  • 1.  Restrict available records in "filter by" in entity view

    Posted Oct 27, 2021 10:51 AM

    I currently have an entity called "Purchase Contracts" and I also have another called "Sale Contracts".  Picture below for reference. 

    As you can see, when I choose "filter by" it brings up accounts that don't even have purchase contracts.  The reason I know this is because I can pick one of those below and no purchase contracts come up and I also know based on our business that they don't as well.  Because of this the search is very slow.  I can type in a name and it will pull up the account but it is weeding thru a LOT of accounts to finally find what I need.  How can I restrict this "filter by" so that it will only search on the accounts that actually have purchase contracts?  I have heard this is out of the box CRM but can it be adjusted?



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    Jeff Smith
    CHS Inc.
    Inver Grove Heights MN
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  • 2.  RE: Restrict available records in "filter by" in entity view

    SILVER CONTRIBUTOR
    Posted Oct 28, 2021 03:12 AM
    Hi Jeff

    Either create a view using Advanced Find (or in customizations) which filters on the related entity counting data or use the Filter near the search box

    eg - only list Accounts that have a Timesheet record against them for instance would be - in the add it is Related entity (you will find you will need to delete the filter that is auto added once you select the one you need (MS trying to help)



    Pete




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    Peter Hale
    Naish Pty Ltd
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