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 $10,000.
To search using numeric fields:
- Right-click on or hover over the Find menu button. The Pop Out list is displayed.
- Select Opportunity from the pop out list. The opportunity Find page is displayed.
- Click on the Clear button to clear your last search from this page.
- Select Greater Than from the Opportunity - Total Quoted Price drop-down list. Select the dollar ($) sign from the currency symbol drop-down list and type 10000 in the value field.
- 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