Configure Quick Find


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

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  • 0

    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.

Reply
  • 0

    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.

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