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