- Searching Across Leads, Opportunities, and Accounts
- Posted by Nathan M Keller on October 9th, 2003
Hi.
Wondering if there is a way to search across leads,
opportunities, and accounts simultaneously. The scenario
is a call comes in to a sales rep and the rep doesn't want
to have to do an individual search in all three.
I guess I could build another menu item/tab and make my
own search but...
Thanks for any info and ideas,
Sincerely,
Nathan M Keller
- Posted by dh on October 10th, 2003
That would make too much sense and require too little work on your
salespersons part. Aren't you paying them to navigate around a sales force
automation tool? It is inconceivable that you would expect this application
to make a sales user's life easier.
"Nathan M Keller" <nathank@cgf.org> wrote in message
news:079201c38eb2$181b6fc0$a301280a@phx.gbl...
- Posted by John O'Donnell on October 10th, 2003
Hello Nathan
As you have found the advanced find in CRM only allows you to search across
one object at a time. To get around this limitation www.c360.com have
produced a tool that allows you to search across multiple objects at the
same time.
"Nathan M Keller" <nathank@cgf.org> wrote in message
news:079201c38eb2$181b6fc0$a301280a@phx.gbl...
- Posted by Gary on October 10th, 2003
haha, we really need to get together for a beer......
"dh" <dd> wrote in message news:%23DKl32yjDHA.2328@TK2MSFTNGP10.phx.gbl...
- Posted by Gary on October 10th, 2003
You can also create your own search app using the SDK............
-Gary
"John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
news:%237VnjJ0jDHA.2000@TK2MSFTNGP12.phx.gbl...
