Search: Difference between revisions

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To search for an entity on your screen, type some characters into the search box and select the magnifying glass
The Search Box allows you to run a general search on all CRM default entities that your user has security to see.
Simply type some characters into the search box and tap "return" to search


[[File:search3.png]]
[[File:Search3a.png]]


Results will be show in list format, entity specific
Only the first 5 results are returned. Users should continue refining their search if necessary by adding characters and tapping "Return" again.


[[File:searchresults.png]]
[[File:SearchFirstResults2.png]]
 
Results will be displayed in list format, entity-specific as per the characters entered.
 
Choose the entity you wish to view by tapping it.
 
 
----
 
 
To edit the columns on the search results update the
 
  ''entity''_descfield
 
with a comma separated list of fields
 
EG
 
<add key="person_descfield" value="pers_fullname,comp_name" />
 
 
----
To add to this area create a tabgroup called
 
  MXSearchMenu
 
Then add in an item
 
EG
 
[[File:searchmxmenu.png]]

Latest revision as of 23:30, 31 August 2020

The Search Box allows you to run a general search on all CRM default entities that your user has security to see. Simply type some characters into the search box and tap "return" to search

Only the first 5 results are returned. Users should continue refining their search if necessary by adding characters and tapping "Return" again.

Results will be displayed in list format, entity-specific as per the characters entered.

Choose the entity you wish to view by tapping it.




To edit the columns on the search results update the

 entity_descfield 

with a comma separated list of fields

EG

<add key="person_descfield" value="pers_fullname,comp_name" />



To add to this area create a tabgroup called

 MXSearchMenu

Then add in an item

EG