CiviCRM Community Forums (archive)

When I assign a case role to someone it seems like CiviCRM allows/requires me to search through the whole contact database. As there might be many matches for a search string it takes extra time to ensure that the one I assign is really the one I intended.

In my organization only a few persons are actually possible targets for such an assignment, as I assume is the case on most constituents, thus only a few in the contact database should be possible to select on e.g. assignment of case responsible.

Am I missing some configuration to make this happen? I know about permissions (which I so far have had no need for, "normal" contacts don't access CiviCRM), are they related to this?

On essence, I want the group to search when assigning a case role to be limited so a match can be found quicker and more unambiguous. How do I do that?

Done (http://civicrm.stackexchange.com/questions/728/limit-the-list-of-contacts-to-search-when-assigning-a-case-role)

Are the forums moving to StackExchange? Of course not all of them, only the Q&A questions, right?