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Default Search Fields for Keyword Search

You can use keyword search in several places in Oracle CRM On Demand, as follows:

  • The Search section of the Action bar. Depending on the type of search that your company administrator selects for your company, either keyword search or targeted search is used in the Search section of the Action bar for your company. For more information about searching for records in the Action bar, see Searching for Records in the Action Bar.
  • Lookup windows. Depending on the type of search that your company administrator selects for your company, either keyword search or targeted search is used in the Lookup windows where you search for records to link to the record that you are working with. For more information about searching for records in Lookup windows, see Searching for Records in Lookup Windows.
  • The Advanced Search page in Oracle CRM On Demand. In the Advanced Search page, the type of search depends on the options that you select, as follows:
    • If you search multiple record types, then the search is a keyword search.
    • If you search a single record type, then the search is a targeted search.

      For more information about using advanced search, see Using Advanced Search.

NOTE: Searches using the Quick Filter fields in List pages are always targeted searches even if keyword search is selected as the default search type for your company.

For more information about keyword search and targeted search, see About Keyword Search and About Targeted Search.

All record types support targeted search, but some record types do not support keyword search. The following table lists the record types that support keyword search. For each record type, the table shows the fields that Oracle CRM On Demand searches in a keyword search.

For this record type

These fields are searched

Accounts

Account Name, Location

Appointments

Subject

Campaigns

Source Code, Campaign Name

Contacts

Last Name, First Name, Email

Custom Objects 01

Name, Quick Search 1, Quick Search 2

Custom Objects 02

Name, Quick Search 1, Quick Search 2

Custom Objects 03

Name, Quick Search 1, Quick Search 2

Leads

Last Name, First Name

Opportunities

Opportunity Name

Products

Product Name, Product Category, Status

Service Requests

SR Number, Subject

Solutions

Solution ID, Title

Tasks

Subject

Users

Last Name, First Name, Email

Specific to Oracle CRM On Demand High Tech Edition and Oracle CRM On Demand Partner Relationship Management Edition

Funds

Fund Name, Status

Fund Requests

Fund Request Name, Status

Specific to Oracle CRM On Demand Partner Relationship Management Edition

Partners

Partner Name, Location

Specific to Oracle CRM On Demand Automotive Edition

Dealer

Name, Site

Vehicles

VIN

Specific to Oracle CRM On Demand Life Sciences Edition

MedEd Events

Name, Location

Specific to Oracle CRM On Demand Financial Services Edition

Households

Household Name

Portfolios

Account Number


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.