Adding New Fields to Existing Lead Views in Microsoft CRM and Performing Advanced Find Queries: Queue-Tips
Summary
Adding a new field to an existing Lead view It can certainly be a bit tricky to add new fields to an existing Lead view in the CRM. To fix this: • First, choose any other entity from the ‘Record Type’ dropdown. From within a view, if you have ever tried to filter by a specific column to find out that the sort option for that column is unavailable or tried performing an Advanced Find Query and the field you want to filter against is not shown, it is most likely that the particular field must not have been defined as ‘Searchable’. Here’s a path you can follow to fix it: Settings -> Customizations -> Customize the System -> Expand Entities node -> Select Entity and expand -> Fields node -> Select Field -> Change Searchable to Yes -> Save, Close and Publish. Additional Tip: Always remember that when creating a View, you cannot configure sorting on a column that is related to the entity.
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