QuickFind Active Or Resolved (Inactive) Cases

By default, CRM’s quick find, the find you use on any of the standard search pages, does not let you find inactive items. In December on Jim Wang’s blog, he talked about how to change it so that you can find inactive items, but that doesn’t always help. Maybe you want something a little more detailed like not finding any item that has a specific state type or stage specification, etc.

After some further searching I found another blog by Delta-N, a CRM Gold Partner in the Netherlands. Delta-N had two techniques specified on their blog entry.

I was able to use Delta-N’s option 2 to enable editing of the Case Filter and specify the filter to be a status of Active or Resolved instead of just Active. I don’t care about Cancelled cases (because we only cancel them if they were opened in error).

How I modified the Quick Find for Active Cases
Using the method from Delta-N’s blog to edit the Default Filter on a Quick Find…

1. Use Microsoft SQL Server Management Studio to enable editing the Saved Query

   UPDATE [SavedQueryBase]
      SET IsCustomizable = 1
    WHERE Name = 'Quick Find Active Cases'
   

2. Open CRM and go to Customization, then the entity (In my case it was Case)
3. Open the QuickFind view
4. Click “Edit Filter Criteria,” edit, and save
5. Save and close the View
6. Save, then Publish the entity