QuickFind active AND inactive records

The default behaviour of the CRM QuickFind field is to search only the active records of the entity you’re looking at. And although you have the possibility to define which fields are searched, there’s no way to change the filter of the QuickFind view.

So far the way QuickFind by default works: From here on this post brings you into Unsupported land!

If you want to change the behavior of the QuickFind view to also include active records, there are 2 ways you can do this:

Option 1*.

– Export the entity. Open the xml file.

– Search for the “savedquery” which has a  “isquickfindquery” value of “1”.

This saved query has two blocks of filters. The first contains the ‘active’ filter which you can not edit in the CRM UI. 

– Delete this first filter from the XML file and save it. Your XML will look like this:

<savedquery>
<iscustomizable>0</iscustomizable>
<isquickfindquery>1</isquickfindquery>
<fetchxml>
<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical”>
<entity>
<attribute />
<attribute />
<filter>
<condition attribute=”statecode” operator=”eq” value=”0″ />
</filter>
<filter isquickfindfields=”1″>

<condition attribute=”statecode” operator=”like” value=”{0}” />
<condition attribute=”subjectid” operator=”like” value=”{0}” />
<condition attribute=”customerid” operator=”like” value=”{0}” />
</filter>
<order attribute=”ticketnumber” descending=”false” />

– Import the edited XML file in CRM.

That’s it, QuickFind will now search all records including inactive records.  

Option 2.

– Use Microsoft SQL Server Management Studio.
– Open the table SavedQueryBase in the CRM database.

– Find the query you want to change.

– Set the value of IsCustomizable to “True”.

– Open CRM and go to Customization.

– Open the QuickFind view for the entity you’ve changed the setting. You now have the possibility to edit the filter of the QuickFind view.

– Delete the row “Status = Active”.

That’s it, QuickFind will now search all records including inactive records.

Note: This last option also gives you the possibility to make other non-customizable views customizable.

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