4
votes
Accepted
QuickSearch - is it possible to exclude some contact types?
Afraid to say its not possible at the moment via UI, but you can achieve this by writing a small extension and implementing hook.
- 34.5k
3
votes
Accepted
Quicksearch: include the Organization's Nickname
There are 4 relevant fields to consider:
Organization Name
Nickname
Display Name
Sort Name
Fields 3 & 4 are readonly "calculated" fields, which by default in Civi are simply populated ...
- 19k
3
votes
Accepted
Quicksearch "name/email not found. Did you mean to search by name/email instead ?"
Have also experienced this after upgrading to 5.8.0. Bug has been reported and hopefully should have a fix very soon –
https://lab.civicrm.org/dev/core/issues/593
- 2,018
3
votes
Accepted
How to search contacts with certain prefix say, "Dr"?
This is job for the Search Builder that you can find in the Search menu
Select Individual
Select Individual Prefix
Complete with = and the desired title.
When the results are shown you can create a ...
- 3,193
2
votes
Accepted
How to add options in autocomplete contact search options?
You can add easily add predefined fields into the autocomplete results by selecting fields under "Autocomplete Contact Search" under "Settings - Search Preferences".
Adding the Birth Date will not ...
- 1,113
2
votes
Quick search not working
Thanks Joe for the comment. In the search settings, all of the checkboxes for "Autocomplete Contact Search" were checked. We disabled all but "Contact" (which is set by default) and "Email" and now it'...
- 111
2
votes
Accepted
Extend quick search box
The base code for it is located at navigation.js.tpl where all the menus have been listed with their search inputs.
Adding source as a search field seems to just add another line with a value as ...
- 7,191
2
votes
Is there a recommended way to customise the quicksearch?
Based on @samuelsov answer and samples I've developed an extension that could customize the quicksearch fields
More info here:
https://civicrm.org/extensions/quicksearch
- 566
2
votes
Add Contact Suffix to Quicksearch Results
At Administer - Customize - Display Preferences, near the bottom there is "Individual Sort Name Format". If you change it to {contact.last_name}{, contact.individual_suffix}{, }{contact.first_name} ...
- 24k
2
votes
Common Issue with Quick Search Functionality After Upgrading Multiple CRMs
Firstly, thank you for engaging with this troublesome issue. The fact that it occurred for some users and not others was truly meaningful. Today, I requested the users experiencing the issue to log in ...
- 446
2
votes
QuickSearch Custom Query
Mattermost: https://chat.civicrm.org/civicrm/pl/swpdndm5y3yxmj1yq5my64aq8h
The comment helped solved my issue. Thank you!
- 125
2
votes
Quicksearch: include the Organization's Nickname
The setting Search Preferences > Include Nickname, do work on a quick search for Organization but the result displayed will not contact nick name in it.
- 34.5k
1
vote
Quick Search stops working after latest update
Just to confirm, I have run civicrm:publish, and then cleared the cached data in the browser and it's now working for both sites.
I had tried an alternative browser before, in case it was cached info ...
- 1,070
1
vote
Search Preferences set a custom Profile quick search - autocomplete fields drop down stops working. This is Why!
There is a fix at https://github.com/civicrm/civicrm-core/pull/25170, also with an upgrade script to fix any broken values in the database.
- 24k
1
vote
Can 'Quick Search' be removed for certain users?
Not from UI you can hide it, but via adding JS to remove the section is possible for certain user roles based on permission
- 34.5k
1
vote
Accepted
Can we do quick search on non primary details?
There has been discussion going on to implement this in CiviCRM core code, developed a small extension to do that for time being until its been implemented in core.
- 34.5k
1
vote
Can Quick Search be set up so External ID does not have to be exact match to work?
I originally wrote it that way to avoid confusion. If you want to pull up contact id 20 you'll be overwhelmed with irrelevant results (201, 202, 203, 120, 220, 320, and so on). You'll get so many ...
- 19k
1
vote
quick search autocomplete not working on civi 4.6.20 drupal 7.50
This was a hosting issue. ModSecurity rules had to be edited. Not a 4.6 update issue at all.
- 11
1
vote
Extend quick search box
I've developed an extension that could customize the quicksearch fields
More info here: https://civicrm.org/extensions/quicksearch
- 566
Only top scored, non community-wiki answers of a minimum length are eligible