Discussion:
Contacts Phone Number search
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Vinny Kelly
2010-09-08 18:34:25 UTC
Permalink
We are using Dynamics CRM 4.0, on SQL Server 2008 (not that this is
related, but worth noting). I can't remember which rollup we are on,
but I think it is Roll Up 7, maybe 11.

I am trying to do a simple search with or without wildcard characters
for telephone numbers through the CRM API for Contacts by the Business
Phone field.

I have checked on the customization of the entity attribute to ensure
that the Business Phone is a searchable field. To be sure I have re-
published this entity, to ensure that the Business Phone is
searchable.

We do have format mask applied to all telephone fields on our
implementation. The format mask only puts a dash '-' between the
first 3, and the second 3 numbers on this particular telephone field.

I have tried doing searches through the Quick Search field, and no
records ever come up if I am trying to search by telephone number. I
have tried searching in the following ways:
*949*
949*
*949
949

I have verified that there are contacts that have the data that I am
searching for.

If I go to Advanced Find and put the same search criteria, but I
search the Business Phone field specifically for any of the above
criteria, then I get results.

I need this to work, any suggestions?

We have the same functionality working on the Account entity, and it
works fine. It is just the Contacts I can't search by telephone
number. I need to ensure that the search functionality is working
properly on this field.

Any ideas?
Vinny Kelly
2010-09-08 18:49:56 UTC
Permalink
Post by Vinny Kelly
We are using Dynamics CRM 4.0, on SQL Server 2008 (not that this is
related, but worth noting).  I can't remember which rollup we are on,
but I think it is Roll Up 7, maybe 11.
I am trying to do a simple search with or without wildcard characters
for telephone numbers through the CRM API for Contacts by the Business
Phone field.
I have checked on the customization of the entity attribute to ensure
that the Business Phone is a searchable field.  To be sure I have re-
published this entity, to ensure that the Business Phone is
searchable.
We do have format mask applied to all telephone fields on our
implementation.  The format mask only puts a dash '-' between the
first 3, and the second 3 numbers on this particular telephone field.
I have tried doing searches through the Quick Search field, and no
records ever come up if I am trying to search by telephone number.  I
*949*
949*
*949
949
I have verified that there are contacts that have the data that I am
searching for.
If I go to Advanced Find and put the same search criteria, but I
search the Business Phone field specifically for any of the above
criteria, then I get results.
I need this to work, any suggestions?
We have the same functionality working on the Account entity, and it
works fine.  It is just the Contacts I can't search by telephone
number.  I need to ensure that the search functionality is working
properly on this field.
Any ideas?
Resolved, with this post:
http://groups.google.com/group/microsoft.public.crm/browse_thread/thread/ce63ae01322a9492/809351d95af59b13?hl=en&lnk=gst&q=contacts+search#809351d95af59b13
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