You’re right, it seems fields should be Searchable by default, but I wonder if some of them are left out. But maybe your problem is simply that your Scheduler Jobs aren’t set up yet, and so the indexing is not occurring? See Admin / Schedulers, instructions at the bottom.
The image you have attached is of the Activities Panel, If you click on the Point Down arrow, you will have an option to Log Call for the Record. I think what you are looking for is Change the Order of Buttons so you can see Log Call as the first option instead of Create Task? That would require modifying the order of Top Buttons for the subpanel. Can you name the Module under which you need to change this.
I am not a developer, I an an ambitious admin, have created own modules, logical hooks,… but all at a very basic level. I am just modifying the installation to be optimized to our needs.
the cron job (scheduler) was already set, so this cannot be the reason why a global search for user defined fields is not available. Any ideas?
I want to change the order of the Activities Panel shown in the Accounts Module. But having seperate buttons (flat option)is also fine. I will try this out.
hello all, the button topic is solved. thanks a lot.
I still have issues with the global search. I have 2 main problems:
searching for custom fields does not work (in accounts, i have created a account number)
searching for an account name works only if a complete word is used (eg. john miller ltd will be found by using “miller”, but not by using “mill” or “mill%” as search string.
any ideas to solve these search related problems? any help is appreciated.
christian