Good afternoon,
How can I configure the quick search so that it does not search phones or emails?
In short, just search by name.
Thanks
I believe you can do this by:
1. Stop the quickfind service
2. Delete the quickfind folder (C:\Program Files (x86)\Sage\CRM\CRM\QuickFind)
3. Go to C:\Program Files (x86)\Sage\CRM\Services\QuickFind\Templates\instance\conf
4. Edit data-config-fixed.xml, remove/comment out the emailcomposer/phonecomposer sections
5. start quickfind, wait for rebuild.
As always, back up before making changes.
I believe you can do this by:
1. Stop the quickfind service
2. Delete the quickfind folder (C:\Program Files (x86)\Sage\CRM\CRM\QuickFind)
3. Go to C:\Program Files (x86)\Sage\CRM\Services\QuickFind\Templates\instance\conf
4. Edit data-config-fixed.xml, remove/comment out the emailcomposer/phonecomposer sections
5. start quickfind, wait for rebuild.
As always, back up before making changes.
*Community Hub is the new name for Sage City