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I need to Search for all Opportunities, not just Open ones RRS feed

  • Question

  • I am looking for a way to make the Search field at the top of CRM 2013 search for all active AND inactive records for an entity.

    Example: when on the Opportunities page, the search bar should search for any opportunity whether open or won.


    • Edited by NSackin Tuesday, July 1, 2014 3:11 PM
    Tuesday, July 1, 2014 3:05 PM

Answers

  • The change to the search field behavior is made in the filter for the entity Quick Find view. The default will be set to Active.

    This would be a system wide change (for this entity).

    • Marked as answer by NSackin Thursday, July 3, 2014 2:04 PM
    Tuesday, July 1, 2014 4:31 PM