Do you know if there is away on Sage 200 CRM (2018 R2) or SageCRM to restrict the result set that is returned by the Quickfind function in SageCRM?
We need to remove "supplier" company types from the returned results. This is complete easily enough on standard Find company / Person screens by updating the SQL views but seem to be a challenge for the quikfind feature
The integrated S200 CRM integration being used at the moment and they need to be able to hide all supplier records in SageCRM from users but these synced over automatically. If we mark the supplier records as deleted in SageCRM this causes knock on effects with the standard S200 sync failing because it cannot find these records.
We have been through the suggestions in the below related link but have not been able to resolve this
Below is a snippet of company entity section from the data-config.XML in the following location: C:\Program Files (x86)\Sage\CRM\Services\QuickFind\Templates\instance\conf on the CRM server instance where we have tried to modfiy this with additonal logic and then deleting and rebuilding the quickfind folders
<entity name="Company" pk="Comp_CompanyId" transformer="com.sage.crm.solr.transformers.SolrDataTransformer, ClobTransformer" query="SELECT Comp_CompanyId,LTRIM(RTRIM(Comp_Name)) AS index_descriptor,Comp_secterr,comp_ChannelId,Comp_PrimaryUserId,Comp_createdBy,Comp_Website,Comp_Name,Comp_LibraryDir FROM Company WHERE Comp_deleted IS NULL and COMP_TYPE !='supplier'" deltaImportQuery="SELECT Comp_CompanyId,LTRIM(RTRIM(Comp_Name)) AS index_descriptor,Comp_secterr,comp_ChannelId,Comp_PrimaryUserId,Comp_createdBy,Comp_Website,Comp_Name,Comp_LibraryDir FROM Company WHERE Comp_CompanyId='${dih.delta.Comp_CompanyId}'" deltaQuery="SELECT Comp_CompanyId FROM Company WHERE Comp_updateddate >= DATEADD(MINUTE, -5, convert(datetime,'${dih.last_index_time}')) AND Comp_deleted IS NULL AND COMP_TYPE !='supplier'" deletedPkQuery="SELECT 'Company-' + convert(varchar, Comp_CompanyId) AS Comp_CompanyId FROM Company WHERE Comp_updateddate >= DATEADD(MINUTE, -5, convert(datetime,'${dih.last_index_time}')) AND Comp_deleted IS NOT NULL AND COMP_TYPE ='supplier'">
Has anyone out there had any luck modify the results from the quick find feature and is this possible?
Thanks
Nick