• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 443
  • Last Modified:

MS-CRM4 Search for Leads, Contacts, Accounts & Oppportunities Inclusive

My sales team would like to be able to have a search tool that will look through all Leads, Contacts, Accounts and Opportunities.  Currently, they're having to go to their Leads, then Search, then Accounts, then Search, then Contacts, then Search and finally Opportunitiies, then Search.

What's needed is One Search to Rule Them All!
0
Zithrob
Asked:
Zithrob
1 Solution
 
Feridun KadirPrincipal ConsultantCommented:
The CRM application does not offer this. The quick search and advanced find only search one record type.

There are third-party add-ons such as http://www.c360.com/Explorer.aspx but these are an extra cost.

There are also "free" solutions such as this one http://blogs.msdn.com/joris_kalz/pages/Vista-Microsoft-CRM-Search-Gadget.aspx. However, you will need to do some configuring and installing to get it working.

0
 
ZithrobAuthor Commented:
While the information is accurate, it's not as much of a solution as reporting a product limitation.
0

Featured Post

Receive 1:1 tech help

Solve your biggest tech problems alongside global tech experts with 1:1 help.

Tackle projects and never again get stuck behind a technical roadblock.
Join Now