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CRM-Sales: Search this view

  • 1.  CRM-Sales: Search this view

    Posted Aug 29, 2022 09:39 PM

    I have a couple of quick questions regarding the Grid search options  "Search this view" and "Quick find".

    1 - The "Search this view" is already set up in Production and QA.  The "Quick find" is setup in DEV.

    Based on the documentation, this can be changed by an Admin. How can I change the search in DEV to use the "Search this view" option?

    2 – The "Search this view" in QA and Prod seems to be limited in its search. It seems to only certain fields (may just those identified as "searchable").

    I know the Quick Find is a view and the search items can be configured to search for fields listed in its index.

    Can the "Search this view" also be configured to look for other custom fields as well, like Gameboard and Capture Manager values …etc.?

    Randy Sales
    Reston VA

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