Hi,

I am looking for a way to search for disqualified leads. I know that you can
find those leads by using advanced search. But most users just do not use
advanced search.

Any suggestions are appreciated.

Thanks in advance.

deppsan

Create a new view with whatever search criteria you need.

Then they can just pick that view.

Thanks for your tip. But as of today there are about 4,000 disqualified leads
which are kept as simple addresses. Because of the amount of data users are
overwhelmed by using a view if they are looking for one specific disqualified
lead.

"Mark Kovalcson" wrote:
[..]

4,000 doesn't seem like a terribly large list.

Just make sure that your search criteria for this view are good.

That way they bring up the view once and then type in a zip code, or
first name or last name, or city or whatever their favorite criteria
is to filter the view down to a more managible number.

Hi,

I published a new view that only shows leads with status equals unqualified.
But I cannot search inside the leads shown in this view. If I enter 'John'
inside the search box and execute the search I will not find any unqualified
leads. Although I know for sure that there are closed leads with first name
'John'. The same holds true for other fields of the lead entity. The CRM
search seems to be restricted to open leads.

My preferred solutions would be something as follows:

1. User enters his search criteria inside the search box.
2. User executes the search.
3. Search returns all leads matching the search criteria regardless of their
status.

Do you see any solution that would come close?



"Mark Kovalcson" wrote:
[..]

I see your issue now.

The quick search has a default filterfor disqualified leads. What you
need to do is delete this default filter.

Here is a link for an unsupported way to remove this filter by
manually editing the customizations.xml file.
http://ryandev.com/how-to-include-in...40-quick-find/


Below is the code of something similar that I am using to remove a
condition for an associated view of a custom entity of mine.

Stage = preStage
Message = RetrieveMultiple
entity = lead
Parent Pipeline

There may be a similar way to remove a condition from the Quick Find
of a lead, but the unsupported modification above will get you to your
solution sooner.


public class AssociatedViewPlugin : IPlugin
{
// Configuration information that can be passed to a plug-in
at run-time.
private string _secureInformation;
private string _unsecureInformation;

// Related SDK topic: Writing the Plug-in Constructor
public AssociatedViewPlugin(string unsecureInfo, string
secureInfo)
{
_secureInformation = secureInfo;
_unsecureInformation = unsecureInfo;
}

public void Execute(IPluginExecutionContext context)
{
if (context.InputParameters.Contains(ParameterName.Qu ery))
{
QueryExpression qe =
context.InputParameters[ParameterName.Query] as QueryExpression;
// If it's RetrieveMultiple multiple with two
conditions
if (qe.EntityName == context.PrimaryEntityName
&& qe.Criteria != null
&& qe.Criteria.Conditions != null
&& qe.Criteria.Conditions.Count == 2)
{
// If first condition is a statecode filter for
inactive entities
ConditionExpression ce = qe.Criteria.Conditions[0]
as ConditionExpression;
if (ce != null
&& ce.AttributeName == "statecode"
&& ce.Operator == ConditionOperator.Equal
&& ((int)ce.Values[0]) == 0)
{
// Remove statecode filter
qe.Criteria.Conditions.Remove(ce);
}
}
}
}
}