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Best searching techniques

New Member
Posts: 5
Country: United States

Best searching techniques

Seems like we have to do multiple look ups with narrow fields just to do a proper search of groups and subgroups.


For example, is there a way to search for ID/Status  AND Product Type at the same time?

Is there a way to search/LookUp three fields at the same time?




Silver Contributor
Posts: 1,813
Country: USA

Re: Best searching techniques

Only within group criteria or advanced lookup can you look accross two entities (contacts and Sales Opportunities).  If you are only searching accross contacts, try lookup by example under the Lookup menu.
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