vtiger

[pfilipkowski]

Hi,
I'd like to seek accounts using any string that is a part of its name. I'd like to add such a field or use existing one for full name of the account. I'd like to achieve selecting for example all accounts that have "bank" in the name, but the name could not start from keyword "bank".
This would be very useful because very often we cannot remember exact name of the account "Bank UBS" or "UBS bank" and then to find it would be quit hard.
I noticed that the field "Web page name" is working like that and I can find any account by any fragment of the string placed there, but it is to short for full account name and if it is clicked sends us to not existent web page.

Please propose your solution how to build such a field or adapt existing one.

Regards,
Pfilipkowski

[nemocir]

hi
use the % sign
ex.
%bank%

will give all that include 'SOMETHING'BANK'SOMETHING'

hope i helped

[pfilipkowski]

Thanks, it could be a solution. Does it work also when selecting accouts or contacts for mailing lists or export to external xls file.

Regards,

pfilipkowski

[pfilipkowski]

Dear nemocir,

Your advice is excellent but it is not working fully properly because of internal Vtiger mechanisms. Please make the same test as I did and you get the problem I met.

1. it is necessary to create 21 new accounts with bank in the name,
2. select %bank% for seeking all banks,
3. it will be selected first batch of selected companies properly,
4. than press the right arrow to get the rest,
5. here we get the bug and searching string is then converted. String %ba is changed to other code and the rest of the selected accounts is not displayed, ( %ba it isn’t the only string that is improperly converted by the software, the list of them is much bigger than one)
6. When it is pressed left arrow Apache is giving an error.


We usually have more than 10-20 selected companies after such selection, so on current stage this mechanism is good only in few cases. As I previously wrote your hint is VERY valuable and important for us, so I’d like to get it working properly. May be the searched string should be written together with special characters like “ ’ / or you know how to force it will be working like designed.
I’ll very grateful for your advices or remarks.
Of course if ANYONE other knows how to solve the problem I am waiting for all advices.

Kind regards,

pfilipkowski