Search

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.

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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" />

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To add to this area create a tabgroup called

 MXSearchMenu

Then add in an item

EG