{"id":20394,"date":"2018-09-14T06:36:24","date_gmt":"2018-09-14T06:36:24","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20394"},"modified":"2019-12-11T10:26:38","modified_gmt":"2019-12-11T10:26:38","slug":"exclude-an-entity-field-from-quick-find-to-reduce-the-size-of-the-index","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/14\/exclude-an-entity-field-from-quick-find-to-reduce-the-size-of-the-index\/","title":{"rendered":"Exclude an Entity Field from Quick Find to reduce the size of the index"},"content":{"rendered":"

One more feature of SAGE CRM<\/a> 2017! We are much aware about the searching mechanism in the new release i.e. Quick Find Functionality. It can search the connected data across all entities at once by using single keyword. We had seen that we can exclude an entity from this mechanism. But actually, not only an entity<\/strong> but also an entity field<\/strong> can be exclude from the process to maintain system performance.<\/p>\n

New stuff: <\/strong><\/em>System has been locked. System Admin is unable to log in to Sage CRM<\/a><\/p>\n

Quick Find allows the users to search for key terms across all company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records at once considering the area which is not importance to look into it. To perform this, the application requires some efforts such as, RAM requirement, time, etc. according to the type of data that you want to search. We can reduce these efforts by ignoring the part which is not important by excluding entity fields from the indexing process.<\/p>\n

Check the \u201cExclude from Quick Find\u201d<\/strong> checkbox against a field and save the changes, as shown in below screenshot.<\/p>\n

\"\"<\/p>\n

This will set the value as \u201c1\u201d into the database and will never consider for searching operation. In this way, we can exclude an individual entity field from Quick Find to narrow the range of results, reduce the size of the index and RAM requirements, and shorten the time to return results.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a> has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>), Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a> and Sage 300<\/a>).We also offer best-in-class Sage ERP<\/a> and Sage CRM<\/a> customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

One more feature of SAGE CRM 2017! We are much aware about the searching mechanism in the new release i.e. Quick Find Functionality. It can search the connected data across all entities at once by using single keyword. We had seen that we can exclude an entity from this mechanism. But actually, not only an\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,92,98,119,136,137,155,206,207,291,302,305,316,332,333,335,334],"tags":[3652,3274,3275,3654,3656,3655,3619,3653],"class_list":["post-20394","post","type-post","status-publish","format-standard","hentry","category-administrator","category-custom-entity","category-customization","category-display","category-enhancements","category-entity","category-fields","category-keyword","category-keyword-search","category-preferences","category-quick-find","category-re-index","category-remove","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018-crm72","category-sage-crm-2018","tag-confirguration-with-sage-crm-quick-find","tag-exclude-an-entity-field-from-quick-find-to-reduce-the-size-of-the-index","tag-exclude-from-quick-find","tag-field-level-configurations","tag-index-in-sage-crm","tag-indexing-in-sage-crm","tag-quick-find","tag-search-list"],"yoast_head":"\nExclude an Entity Field from Quick Find to reduce the size of the index - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/14\/exclude-an-entity-field-from-quick-find-to-reduce-the-size-of-the-index\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Exclude an Entity Field from Quick Find to reduce the size of the index - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"One more feature of SAGE CRM 2017! We are much aware about the searching mechanism in the new release i.e. Quick Find Functionality. It can search the connected data across all entities at once by using single keyword. We had seen that we can exclude an entity from this mechanism. 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