{"id":25543,"date":"2021-06-07T07:37:05","date_gmt":"2021-06-07T07:37:05","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25543"},"modified":"2021-06-07T07:37:08","modified_gmt":"2021-06-07T07:37:08","slug":"configure-quick-find-to-exclude-fields-from-quick-find-search","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/06\/07\/configure-quick-find-to-exclude-fields-from-quick-find-search\/","title":{"rendered":"Configure Quick Find to Exclude fields from Quick Find Search"},"content":{"rendered":"\n<p>We all are aware of the <strong>Quick Find<\/strong> feature of <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\">Sage CRM<\/a>. Quick Find feature has made the search functionality very easy and flexible by enabling search on single-line text, email address, and URL fields within all the primary entities as well as on custom entity records at once. This feature is very useful when user wants to view company information as well as the records linked with them at once. <br><br>You can also increase the Quick Find search performance just by excluding the unwanted fields of an entity from quick find. In Sage CRM, by default, you can exclude the <strong>Text type of fields only<\/strong> of an entity. You can refer to below link for the same.<\/p>\n\n\n\n<p><strong><em>Related Stuff:<\/em><\/strong> <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/14\/exclude-an-entity-field-from-quick-find-to-reduce-the-size-of-the-index\/\" target=\"_blank\">Exclude an Entity Field from Quick Find to reduce the size of the index<\/a><\/p>\n\n\n\n<p>You can configure the Sage CRM\u2019s Quick Find functionality in below areas to increase the Quick Find search performance:<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>You can set maximum number of results to be displayed on quick find search result like 10, 15 or 20 records.<\/li><li>You can enable quick find for single or multiple entities.<\/li><li>You can change Display Field on quick find search result.<\/li><\/ol>\n\n\n\n<p>In Sage CRM, there is no provision to exclude fields from Quick find search other than text fields like Selection, Multi-line, SSA, Date type, multi-select and so on. Refer below screenshot for the same<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/06\/01_No-Provision-given-to-exlude-Selection-Field-From-Quick-Find.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/06\/01_No-Provision-given-to-exlude-Selection-Field-From-Quick-Find.jpg\" \nalt=\"No Provision given to exclude Selection Field From Quick Find\"><\/a>\n\n<font size=\"2\"><center><i>No Provision given to exclude Selection Field From Quick Find<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n<p>In this blog, we will see how to exclude such fields from Quick find search. Follow the below steps to do the same. Here we are considering an example of excluding all standard as well as custom fields of <strong>Company Entity<\/strong> with the exception of <strong>Company Name<\/strong> field.<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\"><li>Stop IIS Server.<\/li><li>Take the CRM database backup and execute below query in SQL Management Studio.<\/li><\/ol>\n\n\n\n<p><strong>UPDATE Custom_Edits SET Colp_ExcludeFromIndexing = &#8216;1&#8217;<br>WHERE ColP_ColPropsId IN<br>(SELECT Colp_ColPropsId FROM Custom_Edits WHERE ColP_Entity = &#8216;Company&#8217; AND ColP_ColName!=&#8217;Comp_Name&#8217;)<br><br><\/strong>After executing above query, all the fields will be excluded from Quick find search for company entity.<br><br>3. Now take the backup of <strong>QuickFind<\/strong> folder from below path and delete it.&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br><strong>&nbsp;InstalledDrive:\\Program Files (x86) \\Sage \\CRM \\(InstanceName)<\/strong><br><br>4. Start the IIS Server.<br><br>5. Check whether CRM Quick Find Service is started or not. If not, then start the service.<\/p>\n\n\n\n<p>Now, login into the Sage CRM and search in Quick find using the company\u2019s website address. You will not be able to find a company record as we have excluded all company fields except the <strong>Company Name<\/strong> field from quick find. You can refer the below screenshot for your reference.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/06\/02_After-Exculing-Website-field-from-Quick-Find.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/06\/02_After-Exculing-Website-field-from-Quick-Find.jpg\" \nalt=\"After excluding Website field from Quick Find\"><\/a>\n\n<font size=\"2\"><center><i>After excluding Website field from Quick Find<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n<p>In this way, you can easily exclude the different types of fields like Selection, Multi-line, SSA, Date type, multi-select, etc. of any entity from the Quick Find in Sage CRM. You can even exclude a Text type of field using the query mentioned in the above steps.<\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We all are aware of the Quick Find feature of Sage CRM. Quick Find feature has made the search functionality very easy and flexible by enabling search on single-line text, email address, and URL fields within all the primary entities as well as on custom entity records at once. This feature is very useful when\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/06\/07\/configure-quick-find-to-exclude-fields-from-quick-find-search\/\">Read More &raquo;<\/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":[19,45,65,68,70,73,92,93,98,102,117,130,137,155,270,282,310,316,332,333,334,335,3986,3987,3985,426],"tags":[4412,857,4416,1143,1586,4415,4052,4413,4414,2259],"class_list":["post-25543","post","type-post","status-publish","format-standard","hentry","category-administrator","category-business-email","category-codeless","category-column","category-communication","category-configuration","category-custom-entity","category-custom-fields","category-customization","category-database-sage-crm","category-disable","category-eliminate","category-entity","category-fields","category-options","category-performance","category-records","category-remove","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2019-r1","category-visibility","tag-configure-quick-find-to-exclude-fields-from-quick-find-search","tag-custom-entity","tag-excluding-fields","tag-fields","tag-maximum-number-of-results","tag-multi-line","tag-primary-entities","tag-quick-find-feature","tag-quick-find-search-result","tag-selection"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Configure Quick Find to Exclude fields from Quick Find Search - 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\/2021\/06\/07\/configure-quick-find-to-exclude-fields-from-quick-find-search\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configure Quick Find to Exclude fields from Quick Find Search - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"We all are aware of the Quick Find feature of Sage CRM. 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