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    Hi,

    I'd like to know how I can create an advanced search that is capable of looking across the entities, Leads and Accounts.

    For example if I wanted to do a search on postcode, but not restrict this to either Leads or Accounts, but do a search across both.

    When in Advanced Find, I can only choose one or the other.

    Thanks in advance.

    Dave C

     

    Wednesday, March 11, 2009 7:09 PM

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    Hi Dave,

    CRM does not allow you to search across multiple entities OOB.

    However, for your kind of requirement, where you want to search on some common field across entities, you can actually write a custom page, which retrieves the required entities using fetch xmls, with your search criteria in the fetch xml conditions. You can then display all these records in your custom built grid, and with some more code, enable opening of these records directly from there itself.

    Hope this helps.

    Wednesday, March 11, 2009 7:29 PM
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    Hi Dave -

    c360 has a tool called multi-field search http://www.c360.com/MultiFieldSearch.aspx that searches multiple entities.

    I worked for c360 back in the 1.2 / 3.0 days and the product was really useful, I haven't used the current version, but there is a trial available by filling out the form at http://www.c360.com/Evaluation.aspx.
    Scott Sewell | http:\\blog.CustomerEffective.com
    Thursday, March 12, 2009 9:37 AM
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    Scott,

    Many thanks for the response... I guess I'm a little disapointed to read that this isn't possible in the product without either additional development or the purchase of an add on.

    Thanks again for passing on your comments.

    Best Regards

    Dave C
    Thursday, March 12, 2009 9:15 PM