Improving your Searches

It's not uncommon for customers to tell me that they would like to be able to search on more fields (attributes) than those set by default.  For example, when searching CRM Online for a contact, you may want to search by company name rather than just the person's name.  It's pretty easy to add any field you would like to the search parameters. Navigate to the entity of choice, Contacts in this case.  Select the Quick Find View.  Then use the Add Find Columns button to add the...(read more)