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The Search Box allows you to run a general search on all CRM default entities that your user has security to see.  
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:Search1.png]]
[[File:Search3a.png]]


Simply type some characters into the search box and press "Enter" to search
Only the first 5 results are returned. Users should continue refining their search if necessary by adding characters and tapping "Return" again.


[[File:Search2a.png]]
[[File:SearchFirstResults2.png]]


Only the first 5 results are returned. Users should continue refining their search if necessary by adding characters and pressing "Enter" again.
Results will be displayed in list format, entity-specific as per the characters entered.


[[File:SearchFirstResults1.png]]
Choose the entity you wish to view by tapping it.


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


Choose the entity you wish to view by clicking 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