{"id":5952,"date":"2013-11-30T07:22:51","date_gmt":"2013-11-30T07:22:51","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=5952"},"modified":"2013-11-30T07:22:51","modified_gmt":"2013-11-30T07:22:51","slug":"2-easy-steps-to-add-sage-crm-custom-entity-in-keyword-search","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/30\/2-easy-steps-to-add-sage-crm-custom-entity-in-keyword-search\/","title":{"rendered":"2 Easy Steps to Add Sage CRM Custom Entity in Keyword Search"},"content":{"rendered":"

In earlier blog, we had explained how to Enable Keyword Search on Sage CRM find screen<\/a>.\u00a0In this blog, we will be explaining how to add custom entities in Keyword Search that allows users to search for keywords across all primary entities. By default, All primary entities are listed under the Keyword Search option.
\n\"KeywordSearch1\"<\/a>
\nThe New Stuff:<\/i><\/span><\/strong> How Address, Company Person links are stored<\/a>
\nTo add custom entities in Keyword Search, follow below steps.
\nStep 1:
\n<\/b>Suppose you need to add\u00a0Project<\/b>\u00a0entity under Keyword Search menu. Then create a new view vProject <\/b>by navigating to Administration | Customization | Project | Views tab. Make sure to check the checkbox Keyword Search View.
\n\"KeywordSearch2\"<\/a>
\nStep 2:<\/b>
\nDo Metadata Refresh.
\n\"KeywordSearch3\"<\/a>
\nIn this way, you can add new option in the Keyword Search dropdown and making it work using above 2 easy and simple steps.
\nAlso Read:
\n<\/b>1)\u00a03 Easy Steps to Add Sage CRM Custom Entity in Advanced Find
\n<\/a>2)\u00a0Enable De-duplication check in Act CRM<\/a>
\n3)\u00a0Enable external access for CRM entities from within CRM<\/a>
\n4)\u00a0Enable CLR for SQL<\/a>
\n5)\u00a0Enabling entities for web service access<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

In earlier blog, we had explained how to Enable Keyword Search on Sage CRM find screen.\u00a0In this blog, we will be explaining how to add custom entities in Keyword Search that allows users to search for keywords across all primary entities. By default, All primary entities are listed under the Keyword Search option. The New\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,92,206,207,332,353],"tags":[],"class_list":["post-5952","post","type-post","status-publish","format-standard","hentry","category-crm72","category-custom-entity","category-keyword","category-keyword-search","category-sage-crm","category-search-screen"],"yoast_head":"\n2 Easy Steps to Add Sage CRM Custom Entity in Keyword 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\/2013\/11\/30\/2-easy-steps-to-add-sage-crm-custom-entity-in-keyword-search\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"2 Easy Steps to Add Sage CRM Custom Entity in Keyword Search - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In earlier blog, we had explained how to Enable Keyword Search on Sage CRM find screen.\u00a0In this blog, we will be explaining how to add custom entities in Keyword Search that allows users to search for keywords across all primary entities. 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