Advanced Search Select

A small magnifying glass displayed next to a small down-pointing arrow indicates that the field is an Advanced Search Select field. An example of where it is displayed is the Wave Activity field on the New Lead page.

Where the Advanced Search Select icon is present, you can type a few letters, click the magnifying glass icon, and search matches are displayed as hyperlinks underneath the field.

Click on one of the results and the text box is filled in. If only one item is found, the description is filled in straight away. Alternatively, select the arrow beside the magnifying glass to search using a standard search screen, or select the arrow to clear the current search.

Once you have linked a record, such as a company or person, to the search select field, you can jump to the summary page of the company or person. A single click on the icon, or a double click on the text, launches the Summary page in a new browser window. Ctrl + Click on either the icon or text jumps to the Summary page within the context of the entity.

Note: Only text results are returned when you are running CRM on Microsoft Windows Vista; Advanced Search Select icons are not displayed.