@Kari
Search will always do a "begins with" search, so if you type "Meeting" you will get activities where the subject begins with the word "meeting" (in any case, upper, lower etc)
To search for the word "meeting" anywhere in the subject, simlpy use an asterisk as a wildcard in front of the search term such as "*meeting".
"Begins with" can make use of indexes, so is far more efficient, which is why CRM defaults to this behaviour, By using a wildcard in front, you are telling it not to make use of SQL indexes and exhaustively search the columns of the table, which is much slower.
Train your users to use this wisely and not just "always use a wildcard just in case".
Perhaps for your custom activity it might be useful to have some kind of categorisation field that might help filter rather than search.
I would also suggest that searching on the owner field is not ideal. For some owners, their name might appear as a common word in subjects and produce spurious results when searching. Also, using search means always searching large numbers of records - if a user chooses a specific narrow view ("Open activities due this week" for example) then they can't search within this view.
Show users how to sort on the Owner column and use the alphabet filters at the bottom (these apply to the first sorted column), or to use the proper drop-down filters when looking for things like this, especially for Owner or for option set fields where the selections are typically from a relatively small number of choices (compared to other lookups such as Customer, say).
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Adam Vero
MVP, MCT, CRM Consultant and Trainer, Owner
Meteor IT Ltd
Leeds
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Original Message:
Sent: 11-21-2014 01:22 PM
From: Kari Hiatt-Moran
Subject: Search Box Functionality
While this is an old thread, I've run into a separate search box issue that I'm hoping folks can help me with. I've got a Search Box set to search Owner and subject for a custom activity entity, but Search is only looking at the first word in the subject field and so my search results are inaccurate.
Any thoughts on how I can force search to look at the entire subject field? I thought that was how Search was supposed to work, but it doesn't appear to be working.
Thanks!
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Kari Hiatt-Moran
Information and Application Coordinator
Cable Television Laboratories, Inc.
Louisville CO
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Original Message:
Sent: 08-20-2014 07:59 AM
From: Jana Lovick
Subject: Search Box Functionality
Using the Search box searches all records. However, using the Alpha bar at the bottom of the form will search only through the records on the current view.
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Talina Galloway
SBS Group Indy
Indianapolis IN
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Original Message:
Sent: 08-19-2014 10:41
From: Joseph Weinmann
Subject: Search Box Functionality
Hello everyone.
The way our CRM is set up today, the search box will show results of everything the user has permission to see. This is regardless of the view. And our users have read access to every record. For example: If a user searches while on the My Active Accounts view, they'll receive search results that probably show accounts the user does not own his or herself. With the large number of records we have, using search on the entire database to pinpoint a record is very difficult.
Is there a setting to change search functionality so it only shows records that are on your current view?
If not, is there a workaround of any sort?
It's fairly common for users to have read access to all records, isn't it?
I appreciate any feedback. Thank you!
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Joseph Weinmann
Sales and Marketing Coordinator
Computype
St Paul MN
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