search case using case number RRS feed

  • Question

  • i need to search a case according to case number is it possible using the inbuilt functionality of the crm or do we need to create any custom thing

    Thanks in advance
    Varun Kumar
    Monday, September 14, 2009 7:33 AM


  • Hi, Varun.

    If you mean Quick Find or Lookup View - you have to customize case entity in following way:
    Open CRM - Click Settings - Click Customization - Click Customize Entities - Open Case entity record - Open Forms and Views tab - Open Quick Find Active Cases or Case Lookup View - Click Add Find Columns - Check Case Number Field - Click OK - Click Save - Click Actions - Publish Entity

    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Monday, September 14, 2009 7:39 AM