03 December 2008

Quick Find for Inactive Records

CRM Quick Find Active [Entity] view only return active records. It's a common requirement to return both Active/Inactive records. I use a easy way to allow Quick Find view to return both Active/Inactive records, here it is (unsupported!):

1. Export the entity's customization to a xml file;
2. Edit the xml file, search 'Quick Find Active' then locate to the right code piece;
3. Delete the filter which is:





4. Save the xml, import to CRM, then Publish.

Now the Quick Find view can return both Active and Inactive records. ;-)

6 comments:

Anonymous said...

Thx Jim . Works great and sometimes the easier things in life are the better ones... ;-))

Best Greets from Germany

Anonymous said...

I am running CRM 3.0 and am in the Cases XML section. My code doesnt match your Code Exactly, there is no "and" only "or"

MARVIN DOCKO said...

You are really great man! You have always great solutions :) thanx jim :)

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