Re: SFO - Amphasand (&) causes problem in Regading searches

[Peter Lynch]

You need to avoid use of the & symbol in names. Convert it to "Leeds and
Birmingham" and all will be well

"Brian W" <Brian W...@discussions.microsoft.com> wrote in message
news:0845529F-2A76-4E38...@microsoft.com...
> Hi,
>
> We have an issue at the moment and wanted to check to see if anyone else
> was
> getting this before rasied a case with Microsoft directly.
>
> Basically when using the CRM Email button in SFO to create an email, we
> click on the Regarding button which brings up a search box where you can
> search for accounts/users etc. If you have an account in your CRM called
> Leeds & Birmingham (for example) we perform a search for 'Leeds &
> Birmingham'
> and it comes back with no results.
>
> If you search for 'Leeds' it finds the account and if you search for
> 'Leeds
> &amp;' it finds the account. Is this something we are doing wrong? It
> seems
> like a bit of a bug to me.
>
> Thanks for any input guys.

[Dodd]

I'm one to say that if a Company has the Ampersand on their business card,
that's the way it should be put into CRM. Therefore, you need a way around
searching for these symbols using the SFO "Regarding" field search-- which
follows different search rules than the Web Client (which allows searches on
'&', '$', '@' and other symbols...

So a good practice (either in the Web client, or SFO) is to search on
Keywords usiong "wildcards". Use the asterisk ('*') for the Web client, and
the Percent ('%') for the SFO client. Putting these wildcard symbols before
your keyword allows for a much more effective search.

...My 2 Cents...

--Dodd

"Peter Lynch" wrote:

> You need to avoid use of the & symbol in names. Convert it to "Leeds and
> Birmingham" and all will be well
>
>
> "Brian W" <Brian W...@discussions.microsoft.com> wrote in message
> news:0845529F-2A76-4E38...@microsoft.com...
> > Hi,
> >
> > We have an issue at the moment and wanted to check to see if anyone else
> > was
> > getting this before rasied a case with Microsoft directly.
> >
> > Basically when using the CRM Email button in SFO to create an email, we
> > click on the Regarding button which brings up a search box where you can
> > search for accounts/users etc. If you have an account in your CRM called
> > Leeds & Birmingham (for example) we perform a search for 'Leeds &
> > Birmingham'
> > and it comes back with no results.
> >
> > If you search for 'Leeds' it finds the account and if you search for
> > 'Leeds

> > &' it finds the account. Is this something we are doing wrong? It

[Peter Lynch]

Good point!

"Dodd" <Do...@discussions.microsoft.com> wrote in message
news:F3208490-6718-431C...@microsoft.com...

[W@discussions.microsoft.com Brian W]

Thanks chaps.

I thought this would be the case, unfortunately we have a rather large
account base (125k+) to search through now!