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Using Advanced Find
You can use the Advanced Find feature to perform complex database searches. Advanced find searches can be based on any of the main CRM entities - these are Case, Communication, Company, Lead, Opportunity, Order, Person, Quote, and Solution.
Advanced Find allows you to create enhanced searches based on a WHERE clause, and the criteria for selection can be extended using the AND and OR clauses. For example, you might create an Advanced Find search for all companies WHERE the city equals Chicago AND the number of employees is over 1000 OR the annual revenue exceeds $10 million.
While creating an Advanced Find search you can click the Preview SQL button at any time to review the SQL query behind your search.
If you're a System Administrator, two extra buttons are displayed with the results of an advanced find - Mass Updates and Update Territory. Please refer to Performing a mass update on a group for more information on Mass Updates, and Updating group territories for information on Updating Territories.
For information on saving Advanced Find search criteria, please refer to Creating a saved search. For information on creating a new group based on the results of an advanced find, please Creating a group based on a primary entity search.
Say you would like to see a list of all customer or prospect companies in the United States.
To search using advanced find:
- Right-click or hover over the Find menu button. The Pop Out list is displayed.
- Click Advanced Find from the pop out list. The Advanced Find page is displayed.
- Click the Clear button to clear your last search from this page.
- Click Company from the Entity drop-down list.
- Click Address: Country from the Field Name drop-down list and click the Add button.
- Click Company: Type from the Field Name drop-down list and click the Add button. Then repeat this action to add a second Company: Type field. You have now added the fields on which your search will be based. You must now set up the values for the selected fields and the relationships between those fields.
- For the Country field, select the equals operator, and select United States from the Value drop-down list.
- Click And from the And/Or drop-down list.
- For the first Company: Type field, select the single opening bracket from the ( drop-down list. Brackets must always enclose an Or statement. In this example, you will be searching for companies that are either customers or prospects, so you will enclose these two search terms within single brackets.
- Click the equals operator and select Customer from the Value drop-down list.
- Click Or from the And/Or drop-down list.
- For the second Type field, select the equals operator and select Prospect from the Value drop-down list.
- Click the single closing bracket from the ) drop-down list.
- Click the Find action button or press Enter. A list of all companies matching your search criteria is displayed.
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
Numeric field search
Date field search
Using Keyword Search
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