Search Settings

Owned by Jason Burford (Unlicensed)
Last updated: Jul 14, 2015
2 min read

Search Settings View

The Search Settings view is where you configure custom search settings for the different modules in the CRM when a user chooses to look up data.

In the view Search Settings, click on the New button.  You will see a configuration screen for setting up a new association setting.

 

  1. CRM Object - This is where you choose the specific module in the Data Source to then configure your search terms.
  2. CRM Object Label - You get to decide how the name of the module will appear to the users.
  3. Web Service Name - DO NOT override this unless you are working with specific custom modules.  Then, you will need to obtain the correct WS name from your SFDC.
  4. Field Name - The proper field name from the CRM.  Use the 'Select' button to choose field names, and the arrows to reorder the list.
  5. Field Label - The label of the field as found in the CRM.
  6. Edit Field Label - You are able to customize the field label in the text field below.

    1. Select the Field Label you wish to edit

    2. Enter the new Field Label in the text field at the bottom of the window

    3. Click 'Update'

  7. Select Description Field - You may choose the 

Once you have made all your configuration changes, use the Update All button to push those changes to the users.

 

A Maximum of four (4) search fields are allowed in Search Settings

 

After the changes are pushed out to the users, they will see the configuration in this fashion (based on the examples above):

 

 

Last Name will be the default search item because it is the first item in the Search Fields list.  To change the default search item you will need to reorder the list.