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Combining search criteria

You can combine any number of criteria on a Find screen. This example shows you how to combine company name and person name search criteria.

  1. Right-click or hover over the Find menu button and click Person from the pop out list.
  2. Enter the person name or part of the name in Last Name, and the company name in Company Name.
  3. Click Find.
  4. Click the person link that you want to drill down on.

See Also:

Basic search techniques

Searching for a Person

Searching for a Company

Finding an Opportunity

Finding a Case

Finding solutions

Wild card search

Numeric field search

Date field search

Using Advanced Find

Using Keyword Search