Customer Engagement & Dynamics CRM Forum

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  • 1.  Quick Search questions and also maybe site map??

    TOP CONTRIBUTOR
    Posted Mar 07, 2022 05:14 PM
    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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  • 2.  RE: Quick Search questions and also maybe site map??

    Posted Mar 08, 2022 04:08 PM
    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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  • 3.  RE: Quick Search questions and also maybe site map??

    TOP CONTRIBUTOR
    Posted Mar 10, 2022 10:28 AM
    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?




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    Rod Carlson
    Database Administrator
    Chicago
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