The application uses the activity property fields defined in the
Search section of the Business Rules page to
search for activities.
You can also edit the activity property fields in the Search section
of the Business Rules page to define additional search fields to search for
activities. For example, assume that the activities are searched using the Name and Account
Number activity fields. Now, you want to search the activities using the Address activity field.
You can specify an additional search field as follows:
- Click Configuration.
- Click Business Rules in the General section.
The Business Rules page displays.
- Click the Edit icon for Activity
Search fields in the Search section.
The Activity Search Fields dialog box displays.
- Click the Plus icon.
- Select the Address field.
- Click Add.
- Click OK.
The Address field displays in the Activity Search
Fields section.
- Click Save.
-
Click the search icon and click Search Preferences.
The Search preferences dialog box displays the selected
search categories.
- Select the by Address check box.
- Click the Back to Search button
and enter an address, for example, 7700 Technology Way, in the Search field.
When you search for an activity or a resource, the search fields are selected in the order
defined in the
Search preferences dialog box. You can perform these
tasks in the
Search Preferences dialog box:
-
Click the reorder icon to drag the required activity search fields in the list to
rearrange the order.
-
Select or deselect the required activity search fields to add or remove the
activity search fields.
-
Select an option from the Date drop-down list to refine the
activity search results.
Note: Search uses the first 40 characters of the search string. You can't configure
the Search field to accept a keyword that's fewer than three
characters or symbols. You can't use the Activity ID field to search for activities.
This is by design.
Results:
The activities matching the specified address display.