Search: Difference between revisions

From MobileX for SageCRM
No edit summary
No edit summary
 
Line 1: Line 1:
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 press "Enter" to search
Simply type some characters into the search box and tap "return" to search


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


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


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


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


Choose the entity you wish to view by clicking it.
Choose the entity you wish to view by tapping it.





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