Configuring Keyword Search

Keyword Search allows users to search for keywords across specified primary entities. Users can include wildcard characters in a keyword search to search for a variety of text and characters.

  1. Click <My Profile> | Administration | System | Keyword Search. The date and time of the last full indexing and incremental indexing of Sage CRM data is displayed.
    • A full index is undertaken when the CRM Indexer Service is started and compiled against all records in the database.
    • An incremental index includes records added to the database since the last indexing.
    • You can start and stop the CRM Indexer Service. For more information, see Starting and stopping CRM Indexer Service.
  2. Click Change.
  3. Change the Keyword Search system settings.
  4. Click Save.
You can create a Keyword Search view for a custom entity or edit an existing Keyword Search view. For more information, see Creating a view for Keyword Search.

To extend Keyword Search to secondary entities, you can create a search screen. For more information, see Creating a screen in the Developer Help.