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How to get the indexer service (Keyword Search) running again
If you find that your Indexing Server (Keyword Search) stops for any reason you may find that you get a message that looks like this: The CRM search index service has not been run since 21/12/20XX. Please verify that the index service is configured correctly. If the message persists after an IIS...
21 Dec 2009
Using a Create Script to control a Search Screen
The screen below shows the default company search screen. You can see that a user can search for "Inactive" companies. But... A customer might have the need to stop users from including "Inactive" companies in their searches. The companies should still be accessible in...
4 Nov 2011
Searching for a Person by Business Address. An example of codeless customization.
A customer had a business requirement to be able to search for people and filtering them by either their business or home address. When an address is entered into the system for a person a user can specify the type of address as can be seen in the screen below: The default choice for address...
3 Jul 2012
Creating a Codeless Search Screen on an External Database using RunBlock
RunBlock is one of the most useful ways of extending Sage CRM. It is a pure meta data driven approach and can allow us to swiftly create new screens that list and present data from within Sage CRM and from external databases that have been linked in meta data. There have been numerous articles previously...
14 Mar 2012
Integrating Sage CRM with Indexing Services to enable full document search
Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the screen shot displayed below, it is possible to easily integrate Microsoft Indexing Services into...
10 Jul 2009
unless you have disabled them.
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