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RE: CRM View search issues in Console?

pklingens — Thu, 27 Sep 2007 08:32:44 GMT

Issue is still there in 3.0.9.240... :(

RE: CRM View search issues in Console?

pklingens — Sat, 16 Jun 2007 04:26:46 GMT

[quote][b]Denzel (6/15/2007)[/b][hr]...We have this problem on a couple different custom entities where we link via lookup to other entities and that becomes the primary name of the new record. The jumpbar does not work on them, so I had to create a workflow to populate the "name" field with the data from the lookup and now it works with the jumpbar as well.[/quote]
Have not looked at this for custom entities, but this seems to be a great tip.

Earlier I posted this:
[quote][b]pklingens (11/8/2006)[/b]
One other thing is that when this happens the wildcard part seems to be empty (N'%%') when it executes the (wrong) contact query for whatever item I click on the jumpbar...[/quote]
It seems that for some reason a request is done by c360/crm using the contact entity with an empty search string, when doing the jumpbar search after a quicksearch (with wildcards?) on an account view.

Can anybody confirm this issue (see earlier post on how to reproduce...)?

RE: CRM View search issues in Console?

Denzel — Fri, 15 Jun 2007 15:23:00 GMT

Your issue may be related to what field the jumpbar is linked to. For us on a "Account" view it is linked by default to the name field. If your looking at a custom entity, and have renamed or not used the created CRM "name" field then your jumpbar will never work. We have this problem on a couple different custom entities where we link via lookup to other entities and that becomes the primary name of the new record. The jumpbar does not work on them, so I had to create a workflow to populate the "name" field with the data from the lookup and now it works with the jumpbar as well.

RE: CRM View search issues in Console?

pklingens — Fri, 15 Jun 2007 05:23:55 GMT

[quote][b]pklingens (1/26/2007)[/b]

[quote][hr]Issue 2: jumpbar does not always return results
When using the jumpbar it only seems to work when NO quick find search has been executed in the CRMView cell before clicking on any item in the jumpbar...
[/quote]
This issue is still there in 3.0.8...

Steps to reproduce:

Add Crm View for account entity
configure the view to show the quicksearch (filter) input box
execute a quick search, e.g. *quint* (the account Sequint is in our crm database...)
the expected account(s) should show up (and they do!)
now click on a char on the jump bar where you know there are accounts available...
the expected account(s) do not show....

Also see earlier post in this forum about the query that gets executed...[/quote]
Just had to check this against 3.0.8 MR2 (3.0.8.371)....
This issue is still exists...
I bet it has to do with the queries fired against crm...(see earlier post in this thread)

:cool:

RE: CRM View search issues in Console?

pklingens — Fri, 26 Jan 2007 03:31:27 GMT

[quote][hr]Issue 1: Wildcards do not work in quick search in CRMView
When doing a quick search for '*quint*' in the CRMView I do not get any results.
When doing the same thing in the CRM 3 Account screen; I get the result I expect: Account Sequint is found.
So a partial find using wildcards does not work in the CRMView
[/quote]
Glad to see this has been fixed in 3.0.8 (probably in an earlier version, but did not check this....)

[quote][hr]Issue 2: jumpbar does not always return results
When using the jumpbar it only seems to work when NO quick find search has been executed in the CRMView cell before clicking on any item in the jumpbar...
[/quote]
This issue is still there in 3.0.8...

Steps to reproduce:

Add Crm View for account entity
configure the view to show the quicksearch (filter) input box
execute a quick search, e.g. *quint* (the account Sequint is in our crm database...)
the expected account(s) should show up (and they do!)
now click on a char on the jump bar where you know there are accounts available...
the expected account(s) do not show....

Also see earlier post in this forum about the query that gets executed...

RE: CRM View search issues in Console?

pklingens — Wed, 08 Nov 2006 09:58:51 GMT

[quote][b]pklingens (11/7/2006)[/b][hr]

[quote]Issue 2: jumpbar does not always return results
When using the jumpbar it only seems to work when NO quick find search has been executed in the CRMView cell before clicking on any item in the jumpbar...
[/quote]
[quote]
I will get back to you if my collegea still has the problem with his console...[/quote]

My collegea still has this issue.
And, again, me too.
3 things:
- In our test-environment we do a daily dump from goldmine to crm using a inhouse-created program using the CRM SDK:
90.000 activities, 5000 accounts, 11000 contacts
- we use the Crm CachingTool by Joris Kalz that "calls" the http://[i]crmurl[/i]/c360/Console/ConsolePage.aspx to cache it...
- I also have an associated entity cell in my console showing two custom entities (did not do that yesterday...)

[hr]

Looked at it the sql that is send to the crm database using SQL Profiler:

At first when the CRMView works ok it executes a query against the Account table.
After doing a succesfull quicksearch and then using the jumbar it executes a query against the contact (?!?) table:
[quote]
exec sp_executesql N' select top 5001 contact.ContactId as ''contactid'' from Contact as contact where contact.DeletionStateCode in (0) and (contact.FullName like @P1) AND
(((contact.OwningUser is null) OR(contact.OwningUser = @P2) OR (contact.OwningBusinessUnit is not null) OR ( contact.ContactId in (select POA.ObjectId from PrincipalObjectAccess
POA join SystemUserPrincipals sup on POA.PrincipalId = sup.PrincipalId where sup.SystemUserId = @P3 and POA.ObjectTypeCode = @P4 and
((POA.AccessRightsMask|POA.InheritedAccessRightsMask) & 1)=1)))) order by contact.ContactId asc ',N'@P1 nvarchar(2),@P2 uniqueidentifier,@P3 uniqueidentifier,@P4
int',N'%%','30210BB7-E481-DA11-8C48-0050DA447700','30210BB7-E481-DA11-8C48-0050DA447700',2[/quote]

One other thing is that when this happens the wildcard part seems to be empty (N'%%') when it executes the (wrong) contact query for whatever item I click on the jumpbar...

RE: CRM View search issues in Console?

Arvind Raman — Tue, 07 Nov 2006 17:56:16 GMT

[quote][b]pklingens (11/6/2006)[/b][hr]
Issue 1: Wildcards do not work in quick search in CRMView
When doing a quick search for '*quint*' in the CRMView I do not get any results.
When doing the same thing in the CRM 3 Account screen; I get the result I expect: Account Sequint is found.
So a partial find using wildcards does not work in the CRMView

[/quote]

This is a known issue that has been fixed. It will be available in our next release sloted for Nov 16th.

thanks

Arvind Raman
Director of Product Management
c360 Solutions

RE: CRM View search issues in Console?

pklingens — Tue, 07 Nov 2006 05:29:01 GMT

[quote][b]Jeremie Desautels (11/7/2006)[/b][hr]

I just tested the "CRM View" cell on my VPC and I did not observe the same behavior that you are describing. Here's what I did:

Create a new console
Added one cell and selected "CRM View" as the content type
I clicked on "Configure Cell" and enabled the "Quick find" and the "Jump Bar"
I clicked on "Add Content" and selected the "Active Accounts" view
I typed "bald" in the "Quick Find" and clicked "Find". It returned one record called "Baldwin cycle Shoppe"
I clicked on the letter "A" in the jump bar. The Quick Find criteria was cleared and 14 records starting with the letter "A" were returned.

Let me know what I did differently than your colleague did and I will test again.[/quote]

Retested this on my machine...replaying the points above (threw the "non-working" console away...I sometimes do things I should not...).
Seems to work OK now for me...

I will get back to you if my collegea still has the problem with his console...

RE: CRM View search issues in Console?

Jeremie Desautels — Tue, 07 Nov 2006 04:31:07 GMT

[quote][b]pklingens (11/6/2006)[/b][hr]Issue 1: Wildcards do not work in quick search in CRMView
When doing a quick search for '*quint*' in the CRMView I do not get any results.
When doing the same thing in the CRM 3 Account screen; I get the result I expect: Account Sequint is found.
So a partial find using wildcards does not work in the CRMView[/quote]

I will ask our product manager to verify if this is an issue he is aware of.

I just tested the "CRM View" cell on my VPC and I did not observe the same behavior that you are describing. Here's what I did:

Create a new console
Added one cell and selected "CRM View" as the content type
I clicked on "Configure Cell" and enabled the "Quick find" and the "Jump Bar"
I clicked on "Add Content" and selected the "Active Accounts" view
I typed "bald" in the "Quick Find" and clicked "Find". It returned one record called "Baldwin cycle Shoppe"
I clicked on the letter "A" in the jump bar. The Quick Find criteria was cleared and 14 records starting with the letter "A" were returned.

Let me know what I did differently than your colleague did and I will test again.

CRM View search issues in Console?

pklingens — Mon, 06 Nov 2006 11:40:58 GMT

I (or actually a collegue of mine...) noticed the following when creating a CRMView for Active Accounts cell in Console version 3.0.108.

The CRMView cell is configured with
- the Active Accounts saved query
- Jumpbar is visible
- Quick find is visible

When the console with this cell is opened All active accounts are shown. (which is good!)

Consider an existing account with the name 'Sequint'.

When doing a quick search for 'seq' in the CRMView, the account shows up.
When doing the same thing in the CRM 3 Account screen; the same, which is OK.

When doing a quick search for 'quint' in the CRMView I do not get any results.
When doing the same thing in the CRM 3 Account screen; the same, which is OK.

Issue 1: Wildcards do not work in quick search in CRMView
When doing a quick search for '*quint*' in the CRMView I do not get any results.
When doing the same thing in the CRM 3 Account screen; I get the result I expect: Account Sequint is found.
So a partial find using wildcards does not work in the CRMView

Issue 2: jumpbar does not always return results
When using the jumpbar it only seems to work when NO quick find search has been executed in the CRMView cell before clicking on any item in the jumpbar...

Are these known issues?