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Date Field Search

A System Administrator can add date search fields to any find screen in CRM.

Some CRM find screens already have a date search capability by default. For example, on the Lead find screen you can search for leads that were created either between two specified dates or within a certain period relative to a specified date.

To search using date fields:

  1. Right-click on or hover over the Find menu button. The Pop Out list is displayed.
  2. Select Lead from the pop out list. The lead Find page is displayed.
  3. Click on the Clear button to clear your last search from this page.
  4. Select Between from the Created Date drop-down list.
  5. Click on the first calendar button and select a date.
  6. Click on the second calendar button and select a date.
  7. Click on the Find action button or press Enter. A list of all opportunities matching your search criteria is displayed.

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See Also:

Basic Search Techniques

Searching for a Person

Searching for a Company

Finding an Opportunity

Finding a Case

Finding Solutions

Combining Search Criteria

Wild Card Search

Numeric Field Search

Using Advanced Find

Using Keyword Search