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Change in Advanced Search

Former Member
0 Kudos

Hi Experts,

In CRM 2007, for any search, three columns appear.

1. For Search Criteria

2. For the Operator (Is, isnot, contains) &

3. For the Search Value

The requirement is to hide the middle column- the relation calumn.

Through configuration, I could set the default operator but am not able to hide it.

How can I hide the operator column?

regards,

Ravindra Valy

Accepted Solutions (0)

Answers (2)

Answers (2)

0 Kudos

Hello Ravindra,

If you actually hide the middle column or operators then how would you search for the fields. The search should be based on the field along with the relation. In case the reason of hiding the field is because the searches are based on the IS operator by default then i would recommend to have this relation column present and default the value to 'IS' as it would be helpful in future accomodation of the requirements.

Kindly let me know if you like to clarify anymore.

Reward if found useful.

Regards,

Harish P M

Former Member
0 Kudos

Ravindra ,

I would suggest you go back and revisit the requirement, as this feature is one of the most useful feature.

Say for example, if you want to default only "IS" operator as the relation ship between field and data, then it has to be the exact match, which may not be true in the real time scenario.

I suggest you work with business to understand what is must for them or most frequently used and default it. And for the rest operators, they are there, just in case one wants to use other operators.

Hope this helps!

Former Member
0 Kudos

Hi Experts,

The requirement has come up as only because the search is made with operator "is", "Contains" or "Starts with". No other operator is required in the client scenario.

Now operator "Contains" & "Start with" can be avoided with wild card characters. For example If I have to search for Name starting with K, I can use Name "is" K*.

Hence eventually, if I make the default operator as "is", I need not have to show it as it works for "is", "Contains" and "Start with" . Hence is the requirement to hide the middle operator column.

If any one find a way out to hide the middle operator column, kindly help me.

regards,

Ravindra Valy