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Changing the search parameters in search preview/seach and select for Contact?

Sage Michaels

We are a high case/enquiry service based organisation that is using the Sugar Serve case module.

When our team are adding Contacts to their case, the default search within that field is currently only search by first name and reveals up to five results. Can this search default parameter of 'first name' be changed i.e. we have a lot of contact named 'Jane', but if we could search First name & Last Name, then identify 'Jane O'Brien' instead of 'Jane Smith' would be quicker.

Currently, we always have to click 'Search and Select' and then filter the search in order to identify the correct contact.

I've just read in the Product Guide that there should be a default filter on the contact list search so it's set to the Organisation that is linked to the Case but this isn't enabled in our version - need to look into this too.

Any help on this would be great - done a lot of searching in the product guide but nothing that speaks to config of parameters of the Search and Select function.

Cheers,

Sage

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  • 0

    If you have a custom default filter it will likely be in custom/Extension/modules/Contacts/Ext/clients/base/filters/default/default.php

    or at least in that directory.

    The vardefs for the filter will have a quicksearch_field that will look something like:

      'quicksearch_field' => [
      [
          'first_name',
          'last_name',
      ],
      'email',
  ],

    which, in this example, tells the system to search for a combination of first and last name or look for matches in an email address.

    It could be that someone took out last name from your default search.

    FrancescaS

  • 0 in reply to Francesca Shiekh

    Thanks Francesca. Should I be able to see 'custom' in the Administration area? I'm not developer but do have an Admin User so wondering if the custom/Extension/modules/Contacts/Ext/clients/base/filters/default/default.php or directory is visible to me? 
    We've been working with Third Party to help us set this up and was hoping I might be able to fix this myself but may require the developer.

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