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Numeric Field Search

A System Administrator can add numeric search fields to any find screen in CRM. Please refer to "Screen Customization" in the System Administrator Guide for details on adding fields to a screen. For the following example, the Opportunity: Total Quoted Price field was added to the Opportunity find screen. Say you would like to see how many opportunities you currently have with a total quoted price over $10,000.

To search using numeric fields:

  1. Right-click on or hover over the Find menu button. The Pop Out list is displayed.
  2. Select Opportunity from the pop out list. The opportunity Find page is displayed.
  3. Click on the Clear button to clear your last search from this page.
  4. Select Greater Than from the Opportunity - Total Quoted Price drop-down list. Select the dollar ($) sign from the currency symbol drop-down list and type 10000 in the value field.
  5. 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

Date Field Search

Using Advanced Find

Using Keyword Search