Tech Support > Microsoft Windows > Windows CRM > Searching closed leads and opening originating lead from contact
Searching closed leads and opening originating lead from contact
Posted by Dan Boccabella on April 12th, 2006


I don't see anyway to modify the search fields used on the look for: function
to work on closed leads. We frequently have to go back to closed leads to
view notes/history that did not transfer when the lead was converted and we
can't find a way to search. When I chose "closed leads" or a custom view "my
closed leads" the search dialog still searches only open leads. Is there any
easy way to add searching of closed views without having to do an advanced
find each time?

I also notice the converted contact and account has a Originating Lead
attribute - is there some easy way to add that field to the lead form so the
user could easily open the original lead record to view associated history,
etc.?

Thanks,

Dan
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Dan Boccabella
MindSolve Technologies