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Question

Global Search for Opportunities - Phone1 field

  • August 28, 2025
  • 5 replies
  • 54 views

vidyakeerthik
Freshman II
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Hi Everyone, 

We are trying on some customization to have the standard field Phone1 of Opportunities screen, to include in the Global search in Acumatica instance.

Below is the code we have tried however it is not reflecting on the UI, and the search for Phone1 is not working.

Any thoughts/inputs on this would be appreciated.

Code Snippet:
public class CROpportunityExt : PXCacheExtension<PX.Objects.CR.CROpportunity>
{
    #region NoteID
    public abstract class noteID : PX.Data.BQL.BqlGuid.Field<noteID> { }
    protected Guid? _NoteID;
    /// <inheritdoc/>
    [PXSearchable(SM.SearchCategory.CR, Messages.OpportunitySearchTitle, new Type[] { typeof(opportunityID), typeof(bAccountID), typeof(BAccount.acctName),
        typeof(CRContact.phone1) },
       new Type[] { typeof(subject) },
       MatchWithJoin = typeof(LeftJoin<BAccount, On<BAccount.bAccountID, Equal<CROpportunity.bAccountID>>,
           LeftJoin<CRContact, On<CRContact.contactID, Equal<CROpportunity.contactID>>>>),
       NumberFields = new Type[] { typeof(opportunityID) },
       Line1Format = "{0}{1}{2}{3}{5}{6}", Line1Fields = new Type[] { typeof(status), typeof(CROpportunity.resolution), typeof(CROpportunity.stageID),
           typeof(CROpportunity.source),typeof(CROpportunity.contactID), typeof(Contact.displayName),typeof(CRContact.phone1) },
       Line2Format = "{0}", Line2Fields = new Type[] { typeof(subject) }
    )]
    [PXNote(
        DescriptionField = typeof(opportunityID),
       Selector = typeof(opportunityID),
        ShowInReferenceSelector = true,
       BqlField = typeof(Standalone.CROpportunity.noteID))
       ]
    public virtual Guid? NoteID { get; set; }
    #endregion
}

Thanks for your support !!

 

 

Best Regards,

Vidyakeerthi K

 

5 replies

darylbowman
Captain II
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Did you rebuild the Opportunities search index from SM209500?


Manikanta Dhulipudi
Captain II
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Did you rebuild the Opportunities search index from SM209500?

@darylbowman 

Currently Phone number is not listed in the search screen, So we are implementing a customizations.


darylbowman
Captain II
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The search index needs to be rebuilt to include any additional fields that you’ve added.


vidyakeerthik
Freshman II
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  • Author
  • Freshman II
  • August 28, 2025

Yes I did ​@darylbowman , after any change in the code for this, I ran the process for the Opportunity in the Rebuild Full-Text Entity screen


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • September 26, 2025

Hi ​@vidyakeerthik were you able to find a solution? Thank you!