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  • 1.  Relevance Search fields do not match Quick Find View

    Posted Sep 06, 2022 05:56 PM
    Hi, 

    For our Account records, I was trying to set it up so that the account owner would show as the secondary field in the Relevance Search. I placed the Owner field next to the primary field (Account Name) in our Quick Find View. 

    However, the relevance search is not updating and continues to show either Address1:City or Primary Contact.




    I think this might have to do with the solution layers of the Quick Find view, but I'm not sure what to do. Currently, there's a system layer and an unmanaged layer. Both have a fetch xml listing the City and Primary Contact fields as one of the first fields after Account Name. I tried deleting the unmanaged layer, but when I add the Owner field to the view it gets re-created. Does anyone know how I can work around this?  


    Side note - We moved our CRM from on-prem to the cloud earlier this year, so I'm not sure if that would have any effect on this.

    Thanks in advance,





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    Rachel Merino
    Red River
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  • 2.  RE: Relevance Search fields do not match Quick Find View
    Best Answer

    Posted Sep 07, 2022 02:42 AM
    Hello Rachel,

    I've seen this happening in our environment as well and was just as confused. After some fiddling around I created a support ticket with Microsoft and they suggested the following steps to resolve the issue:

    • Navigate to Advanced Settings -> Customizations -> Customize the system ->Entity (this has to be done in the classic interface. No idea why 😊) 
    • Select the Entity and go to Views
    • Open Quick Find View
    • Remove all columns except the first , then Save and Close and Publish all customizations
    • Open Quick Find View again and add the second columns which want to see in search, then save and close and publish all customizations.
    • Open Quick Find View again and add all other columns , then save and close and publish all customizations.
    • By following these steps the issue is resolved.

    Cheers!





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    Thomas van de Vosse
    Virtual Vaults
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