Maximizer makes it easy to search for entries by basic field; such as Last Name; Company; City/Town; or Email for Address Book entries or Status; Team Leader; or Revenue for Opportunities. If you wanted to create a list of Address Book entries in Washington State; for example; you would search the State/Province field for entries with “WA” in that field.
A search retrieves any entries that match the search criteria and that you have the rights to view.
- On the Search menu; select the field you are searching for.
OR
For Customer Service cases; you can also select Basic Fields to search for entries matching multiple basic fields.
The Search By Basic Fields dialog box opens.
- Specify the search criteria.
- Select how you want to update the current list with your search results.
- Add search results to list displays the entries that match your search criteria without removing any currently displayed entries from the list.
- Narrow list searches only selected entries (or all currently displayed entries if none are selected); and removes any entries that do not match your search criteria.
- Replace list with search results removes all entries currently displayed in the list and replaces them with entries that match your search criteria.
- If applicable; specify the Range of the items to search.
- Click OK to run the search.