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FILTERS ARE IGNORED ON CUSTOM (PERSONAL AND SAVED) VIEWS WHEN USING SEARCH

Author Name: David Goff

We have several custom views set for Accounts (and other entities). With the recent update, the inital format will show the records only for the filter defined in the custom view. However, when you search using the search field, it ignores the filters. Prior to Update 12 the filters would remain in tact and the search would be against those records only.

We understand that there were complaints towards the amount of time it was taknig for search to return results, however the problem was not fixed, it was just moved to the user.

Our users use the Outlook client (not the Web version) for the very fact that the filter/search options in the Web client are very limited. A user that is only looking at their assigned accounts, does not want to look at everyones once they key in one word.

The complaints you received were weighted heavier than those in favor of this functionaility.

My users are now taking more time and effort to look up records than ever before. Complaint level has risen 50 fold just due to this one change.

There needs to be some type of option or correction, because this single change has made customer saved and personal views pointless. We will have to have literally thousands of custom views to change help gets us back to where we were.

I'm really struggling to understand how this evern makes logical sense to even a programmer. At minimum auto remove the filter, becasue it still shows. Again it does not appear you fixed a problem you just removed the problem. . .fixing would allow the search field to be used with the filters and not be slow.

If there is some type of code we can put in please advise. Also, I have yet to find this in any documentation that this was going in this Update.





Status: New

Thank you for your feedback. We are re-categorizing this feedback to get it in front of the right team.

 

Sincerely,

Narinder Singh

PM, Microsoft

Comments
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Status changed to: New

Thank you for your feedback. We are re-categorizing this feedback to get it in front of the right team.

 

Sincerely,

Narinder Singh

PM, Microsoft

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Agreed, this was a key benefit to using the Outlook client for some users in some scenarios. The fact that it was different in Outlook versus web client may have caused complaints from users who were not given adequate training, but that very difference meant that users who were properly trained or provided with solid documentation could choose to use the type of searching which suited them for a particular need at a particular time. A user option to control the behaviour of the Outlook client quick search would be ideal, or at the least a system wide option or OrgDBOrgSettings switch to revert to the previous useful behaviour.
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We had a case with MSFT and they said this is a known issue that should be fixed in UR13 or UR14. I think this is an unintended bug created as a result of a prior recent update rollup, hence why it's happening without any documentation.
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Thank you for your feedback. This is great feedback, and we will consider this in our roadmap.
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They changed the outlook client to match the web version. One of the big factors in purchasing MS CRM was the ability to create custom views. Whats the point now? They serve no purpose. They are useless. HUGE DISAPOINMENT on our end. My own personal belief is that in order to make the web client match the web version it was easier to destroy the outlook client rather than fix the web version. - Trina Mans
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Thank you for your response this seems to be a bug not a feature request. If you are still experiencing this issue on the latest release of CRM or feel it is of high importance please contact support to help identify and make sure this bug is entered and tracked for you as the customer. https://community.dynamics.com/crm/p/support.aspx The following link can help you with creating your support request. Thanks Larry
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CORRECTION This feedback issue will be the PRIMARY tracking Connect Feedback issue (vote on this one for most visibility). I am closed all other related bugs (below) and pointing them to this feedback issue. 780144 Quick Find Feature Changes in UR12 786922 Quick Search Not Working (Returning non related results) - 2nd entry 940059 CRM 2013 Outlook Client: Quick Find Search within View should be contextual, or provide the option to search within the view 783033 Quick find search 904412 CRM for outlook "Quick Find Search" issue after installing an Update Rollup higher than 11. ("Quick Find" on all records and not in the view itself) 777453 Tabbed views Quick Find ignores advanced find filters context 781039 Quick Find Search is Confusing
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To suggest that this matter is 'Resolved' is completely disingenuous. Please correct the status as you have now closed all subsequent outstanding issues for your own convenience.
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I've taken a look at this issue and it appears that this is the same issue as reported in the below Connect feedback. Please vote on this tracking issue. http://connect.microsoft.com/dynamicssuggestions/feedback/details/783033/quick-find-search I'm closing this Connect feedback as a duplicate to ensure that we can focus all votes to a single Connect item for maximum visibility. Thanks, Tony Schmidt Program Manager
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