Creating a specific search field

The following section explains how you insert a specific search field. You will see which functions are available when creating a field in the Functions section.

Procedure

  1. Activate the App Designer.

  2. Activating the App Designer

  3. In the app of your choice, open a data record in read or editing mode.
  4. Click Customize in the toolbar of the App Designer.
  5. Click Extend group in the desired group.
  6. Select Specific search field.

Functions

Included data record types

In the Included data record types field, select the data record types which you want to search for in the search field.

If you do not select any data record types, then the SmartSearch always searches all data record types that can be searched. The SmartSearch takes the following data record types and fields into account:

Data record type

Searched fields

Tasks

Subject, Due on, SmartTags

The Notes field is searched if you enter the corresponding search abbreviation before the search term.

Receipts

Subject, Receipt type, Recipient

The Notes field is searched if you enter the corresponding search abbreviation before the search term.

Documents

Changed on, Subject, SmartTags

 
Tip

If you restrict your search to documents, the system also searches archive files and the Notes field. The following file types can be searched:

  • Microsoft Word, Microsoft Excel, Microsoft Powerpoint
  • Open Office
  • RTF, PDF, MSG, XPS

You restrict the search to documents by either using a search abbreviation or selecting the Documents data record type in the Picasso search.

E-mails

Sender, Subject line, Recipient, Subject, Sent on, SmartTags

Contacts

Name, First name, Name prefix, Organization, Town/City (business), Town/City (visit), Town/City (private), E-mail (business), E-mail (business 2), E-mail (private), E-mail (central), Phone, SmartTags

The Notes field is searched if you enter the corresponding search abbreviation before the search term.

Projects

Start, Project number, Subject, SmartTags

The Notes field is searched if you enter the corresponding search abbreviation before the search term.

Phone calls

Subject, End, SmartTags

The Notes field is searched if you enter the corresponding search abbreviation before the search term.

Appointments

Subject, End, SmartTags

The Notes field is searched if you enter the corresponding search abbreviation before the search term.

Opportunities

End, Customer, Name, SmartTags

The Notes field is searched if you enter the corresponding search abbreviation before the search term.