Customer Engagement & Dynamics CRM Forum

Hello, 

How to I edit the following? I am not sure where this is located inside the "Quick Search View" edits and/or site map app design. I AM ABLE to edit which columns appear on the search results. I am NOT able to change the fields/entities shown on the "Filter" section on the right. I thought I should give the users the flexibility to do more self-serve filtering too. Also, how do I get the search field to appear at the header background instead of below it. Where is the word "Sandbox" changeable too?

Please the screen shot below:


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Rod Carlson
Database Administrator
Chicago
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To update the Filters, Go to Settings, Administration, System Settings and General Tab. Mid way down under Set up Quick Find, Select Entities for search.

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Luci Goodnight
Modern Woodmen of America
Rock Island IL
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Original Message:
Sent: Mar 07, 2022 05:14 PM
From: Rod Carlson
Subject: Quick Search questions and also maybe site map??

Hello, 

How to I edit the following? I am not sure where this is located inside the "Quick Search View" edits and/or site map app design. I AM ABLE to edit which columns appear on the search results. I am NOT able to change the fields/entities shown on the "Filter" section on the right. I thought I should give the users the flexibility to do more self-serve filtering too. Also, how do I get the search field to appear at the header background instead of below it. Where is the word "Sandbox" changeable too?

Please the screen shot below:


------------------------------
Rod Carlson
Database Administrator
Chicago
------------------------------

Thanks Luci, I was able to see which entities could be searched. However, I am not able to adjust the look and feel of the filters. Another view from another example looks like the following. How can I adjust the filter options that are shown below?




------------------------------
Rod Carlson
Database Administrator
Chicago
------------------------------

Original Message:
Sent: Mar 08, 2022 04:08 PM
From: Luci Goodnight
Subject: Quick Search questions and also maybe site map??

To update the Filters, Go to Settings, Administration, System Settings and General Tab. Mid way down under Set up Quick Find, Select Entities for search.

------------------------------
Luci Goodnight
Modern Woodmen of America
Rock Island IL

Original Message:
Sent: Mar 07, 2022 05:14 PM
From: Rod Carlson
Subject: Quick Search questions and also maybe site map??

Hello, 

How to I edit the following? I am not sure where this is located inside the "Quick Search View" edits and/or site map app design. I AM ABLE to edit which columns appear on the search results. I am NOT able to change the fields/entities shown on the "Filter" section on the right. I thought I should give the users the flexibility to do more self-serve filtering too. Also, how do I get the search field to appear at the header background instead of below it. Where is the word "Sandbox" changeable too?

Please the screen shot below:


------------------------------
Rod Carlson
Database Administrator
Chicago
------------------------------