Browse By Tags
Home
»
All Tags
»
search
address
ASP
COM
Company
Component
create script
Documents
External Database
file
find
indexer service
indexing services
keyword
Library
List Block
Menus
Person
Runblock
Tab
Tabs
Views
Blog Post:
How to get the indexer service (Keyword Search) running again
Jeff Richards
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...
on
21 Dec 2009
Blog Post:
Using a Create Script to control a Search Screen
Jeff Richards
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...
on
4 Nov 2011
Blog Post:
Searching for a Person by Business Address. An example of codeless customization.
Jeff Richards
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...
on
3 Jul 2012
Blog Post:
Creating a Codeless Search Screen on an External Database using RunBlock
Jeff Richards
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...
on
14 Mar 2012
Blog Post:
Integrating Sage CRM with Indexing Services to enable full document search
Jeff Richards
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...
on
10 Jul 2009