{"id":22331,"date":"2019-08-01T09:49:35","date_gmt":"2019-08-01T09:49:35","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22331"},"modified":"2019-08-21T10:47:34","modified_gmt":"2019-08-21T10:47:34","slug":"restrict-quick-find-search-for-phone-and-email-data","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/08\/01\/restrict-quick-find-search-for-phone-and-email-data\/","title":{"rendered":"Restrict Quick Find Search for Phone and Email data"},"content":{"rendered":"\n

Quick Find functionality in Sage CRM<\/a> provides instant results based on the key terms entered in Quick Find search box. Quick Find will return results containing your key terms in any text field, email field or URL field. Quick Find functionality depends on Quick Find service which runs as a background process and returns data quickly. This is the easiest way to find information more rapidly.<\/p>\n\n\n\n

Related Post:<\/em><\/strong> Search using Address, Email and Phone Data in Quick Find<\/a><\/p>\n\n\n\n

From the release of Sage CRM 2018 R3, you can now search the data from Phone, email and address tables also. This feature is extended to include phone number, email and address information related with Company and Person records. Please refer below screenshot for your reference.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Suppose, you don\u2019t want to allow user to find Phone or email data in Quick Find functionality. Then, follow the below steps.<\/p>\n\n\n\n

  1. Stop the Quick Find service.<\/li>
  2. Delete the QuickFind folder from \u201cYour physical drive where software is stored (like C or D):\\Program Files (x86)\\Sage\\CRM\\\\\u201d path.<\/li>
  3. Go to
    “Your physical drive where software is stored (like C or D) :\\Program Files (x86)\\Sage\\CRM\\Services\\QuickFind\\Templates\\instance\\conf\\\u201d path.<\/li>
  4. Open the \u201cdata-config-fixed.xml\u201d file.<\/li>
  5. Remove \u201cvEmailComposer\u201d and \u201cvPhoneComposer\u201d sections and save the file.<\/li>
  6. Start the Quick Find service.<\/li><\/ol>\n\n\n\n

    Once the Quick Find service rebuilds completely, you can try searching by Phone or Email. It will show you \u201cNo records found\u201d message as shown in below screenshot.<\/p>\n\n\n\n

    \"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

    Quick Find functionality in Sage CRM provides instant results based on the key terms entered in Quick Find search box. Quick Find will return results containing your key terms in any text field, email field or URL field. Quick Find functionality depends on Quick Find service which runs as a background process and returns data\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":[19,131,157,302,332,335,334],"tags":[1766,3876,3875],"class_list":["post-22331","post","type-post","status-publish","format-standard","hentry","category-administrator","category-email","category-find-sage-crm","category-quick-find","category-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-2018","tag-phone-and-email","tag-restrict-quick-find-searching","tag-restrict-quick-find-searching-phone-and-email-data"],"yoast_head":"\nRestrict Quick Find Search for Phone and Email data - 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\/2019\/08\/01\/restrict-quick-find-search-for-phone-and-email-data\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Restrict Quick Find Search for Phone and Email data - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Quick Find functionality in Sage CRM provides instant results based on the key terms entered in Quick Find search box. 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