You can set a search view for Contact, Account, User, or any Custom Object (except for embedded Custom Objects) to be available in search module. These are the only objects whose records can be selected in search module fields. Making the appropriate search views available in a search module provides the user with the most helpful options for finding the necessary record.
To make a search view available to the user in search module fields, select the Search Module check-box on the General tab of the search view.
The following are important points about search views in search modules:
•Search views that you use in search modules should be designed with the needs of the user in mind when he or she is selecting a record in those particular fields. For example, in custom fields of type Involved (which display Contact search views), it may be very important that the user is able to search by contact categories.
•Certain fields must be added as search qualifiers on the Filter Display tab when a search view is made available in the search module. This is because these fields are used when a user performs a quick search directly from the search module field.
The following text strings are the search qualifiers required for search views in each type of search module:
•Contact Person and Company Search: First Name Upper, Last/Company Name
•Contact Company Only Search: Company Name
•Project: Name Upper, Number
•Account: Name
•User: First Name, Last Name (of contact)
•You cannot nest search modules within search modules. Search views in search modules must not have qualifiers which appear as search module fields, because TeamConnect does not display a search module from within another search module.
For example, you cannot add the Vendor field to the Filter tab or search criteria section of an account search view in a search module, because it is a contact search module field.
Tip: To verify that your search view is not displaying any search module fields, open the search module and select your search view, and look for any fields with the magnifying glass and folder icons next to them. These are search module fields.
•In search views for Contact that are available in the search module, you can display the add person and add company buttons, which allow the user to add contacts directly through the search module. For details, see Search Module Actions in Contact Filter Display.
•The user search module displays search views that you define for the User system object, not the Contact object.
•System fields that appear as search module fields, such as the Contact field in an Involved record, display available search views to the user in the following manner:
oIf you make multiple search views available for use in the search module for an object, they become available in the Current View drop-down list of the search module for the user. The search views are sorted according to their Order. The first search view in the list appears in the search module by default.
oIf you only make one search view for an object available in the search module, then it appears automatically in the search module window where users access it through system fields.
oYou cannot specify a particular search view to be displayed for each individual system field.
•In custom fields that appear as search module fields, you have the following options:
oYou can specify that only one specific search view appears.
oYou can allow the user to select from all available search views in the Current View drop-down list, if desired.
For details about using search views in custom fields, see:
