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The SalesLogix Product Blog

The SalesLogix Quick Find Form

Adding The More Button.

Another little nugget of information to share with you from a blog written by my co-worker:

"Have you ever wanted to use the Quick Find option in SalesLogix Client but wanted to look at a different field then the Account.Company, Contact.LastName, or TicketID?  The quick way to accomplish this is by adding the More button to the Main View.  The More button is a property of the Main View and can be added by changing the property in the Achitect.  

Here are the steps:

 Log into the architect as admin
Select Manage…Plugins from the menu
In the filter by “Type” field at the top of the Manage Plugin dialog, choose “Main View”.
Select the main view by double clicking on it.  It will now open.
Click the Property button on the toolbar.  It looks like this:
Click the black bar of the main view.
In the property window you should see an attribute called “QuickFindShowMore”
Select the checkbox of this property.
Save the main view
Press F10.  This will launch the Release dialog.  Ensure “Everyone” is listed as released to.  Press OK this will re-release the main view
Repeat 2-10 for the other main views you desire to add the button for.

Now you have a Quick Find that looks at many more fields."

-Brianna 

Published Thursday, October 22, 2009 7:17 AM by Brianna Tinjum

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About Brianna Tinjum

I am happy to say I love my job! Everyday there is a new challenge and something new to learn, it keeps things interesting. I was very happy when we started Good Training because it gave me an opportunity to help people and share knowledge. Outside of the office I enjoy being active. When weather permits you may catch me riding my bike around the lakes of Minneapolis or hiking in Northern Minnesota. In the winter I get out snowboarding as much as possible and I always try to take a trip to the mountains. I made it out to Bridger Bowl in Bozeman, MT at the end of February 2008 and it was a fantastic time! Year round I participate in dance and yoga classes to mix things up. I love watching movies and you could say I may have seen too many. :) I also have a passion for reading - if I find a good book it can consume all of my free time.