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How to search contact by phone # or email, etc? RRS feed

  • Question

  • How to search a contact or account by their phone number, email, or something in the notes, etc?

    So far, the seach field in the contact on work for first name and last name.

    Thanks!

    Tuesday, August 23, 2011 7:35 PM

Answers

  • Hi,

    You need to add Phone Number, Email Fields into the Add Find Columns of Contacts entity Quick Find View, in CRM go to Settings->Cusotmizaiton->Customizaitons->Customize the System->Entities->Contact->Views , double click on Quick Find Active Contacts view, click on Add Find Columns button add fields, Save and Close and publish entity.

    CRM does not support searching in notes. You may need to write report or use 3rd party addon for the notes searching as mentioned in the following post: http://social.microsoft.com/Forums/en-US/crm/thread/b34f4880-a37e-4df5-83cb-ce34a017a95c


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    • Proposed as answer by Jehanzeb.Javeed Tuesday, August 23, 2011 7:57 PM
    • Edited by Jehanzeb.Javeed Tuesday, August 23, 2011 8:01 PM Notes Searching Url Added
    • Marked as answer by BellTownPC Tuesday, August 23, 2011 9:18 PM
    Tuesday, August 23, 2011 7:57 PM
  • Click advanced find on the ribbon to look for entities by specific criteria.

    You could add jscript to an embedded web resource than can be referenced in the form onload, onsave, etc... by referencing the web resources in the GUI form editor.


    Jamie Miley
    Check out my about.me profile!
    http://mileyja.blogspot.com
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    Tuesday, August 23, 2011 8:46 PM
    Moderator
  • Hi,

    Find answers below:

    1. You can search by phone number sub string value for example if you have to find number ending with 7890 then you have to use wildcard with the number i.e. 7890* or if you have to search by 456 then you can use *456* 

    2. This is not the reason for Notes searching, notes are stored in a separate entity and have 1:N relationship with the entities i.e. contact and CRM does not search by related entities fields and also it contains long text string and searching could affect system performance but Microsoft has not officially mention anything regarding notes searching feature unavailability.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Tuesday, August 23, 2011 8:57 PM
    • Marked as answer by BellTownPC Tuesday, August 23, 2011 9:16 PM
    Tuesday, August 23, 2011 8:57 PM

All replies

  • Hi,

    You need to add Phone Number, Email Fields into the Add Find Columns of Contacts entity Quick Find View, in CRM go to Settings->Cusotmizaiton->Customizaitons->Customize the System->Entities->Contact->Views , double click on Quick Find Active Contacts view, click on Add Find Columns button add fields, Save and Close and publish entity.

    CRM does not support searching in notes. You may need to write report or use 3rd party addon for the notes searching as mentioned in the following post: http://social.microsoft.com/Forums/en-US/crm/thread/b34f4880-a37e-4df5-83cb-ce34a017a95c


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    • Proposed as answer by Jehanzeb.Javeed Tuesday, August 23, 2011 7:57 PM
    • Edited by Jehanzeb.Javeed Tuesday, August 23, 2011 8:01 PM Notes Searching Url Added
    • Marked as answer by BellTownPC Tuesday, August 23, 2011 9:18 PM
    Tuesday, August 23, 2011 7:57 PM
  • Thanks a lot! Meanwhile, I have more questions:

     

    1. When I search the phone #, I have to put exactly the format and entire phone number in order find it. Such as for the phone # 123-456-7890, I have to put "(123) 456-7890" in the search field. otherwise, if I put in "7890", or "456-7890" or "123-456-7890", the search doesn't work.

     

    How can I search any of the number(s) in the phone # without put entire phone number, plus exactly format?

    2. Does this behaver apply to the other clolumns too? Is this the reason why CRM doesn't support searching in "Notes"?

     

     

    • Marked as answer by BellTownPC Tuesday, August 23, 2011 9:16 PM
    • Unmarked as answer by BellTownPC Tuesday, August 23, 2011 9:18 PM
    Tuesday, August 23, 2011 8:38 PM
  • Click advanced find on the ribbon to look for entities by specific criteria.

    You could add jscript to an embedded web resource than can be referenced in the form onload, onsave, etc... by referencing the web resources in the GUI form editor.


    Jamie Miley
    Check out my about.me profile!
    http://mileyja.blogspot.com
    Linked-In Profile
    Follow Me on Twitter!
    Tuesday, August 23, 2011 8:46 PM
    Moderator
  • Hi,

    Find answers below:

    1. You can search by phone number sub string value for example if you have to find number ending with 7890 then you have to use wildcard with the number i.e. 7890* or if you have to search by 456 then you can use *456* 

    2. This is not the reason for Notes searching, notes are stored in a separate entity and have 1:N relationship with the entities i.e. contact and CRM does not search by related entities fields and also it contains long text string and searching could affect system performance but Microsoft has not officially mention anything regarding notes searching feature unavailability.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Tuesday, August 23, 2011 8:57 PM
    • Marked as answer by BellTownPC Tuesday, August 23, 2011 9:16 PM
    Tuesday, August 23, 2011 8:57 PM
  • Thanks many for you both!!!!! which helps me really understand the search functions!

    Tuesday, August 23, 2011 9:18 PM