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Searching for closed leads MS CRM Dynamics

Posted on 2013-10-24
Medium Priority
Last Modified: 2014-02-10
Hi Al,

I have noticed that when attempting to search for closed leads in MS CRM selecting the closed leads option only allows searching for personal closed leads, not the global list of closed leads. is there a way to get around this?

Question by:Adma1
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LVL 30

Accepted Solution

Feridun Kadir earned 1500 total points
ID: 39599570
Are you referring to the Quick Find?  If so, you change this in the Customization area. When a user searches in Quick Find, the leads searched are defined according to the Quick Find view.

However when working in the Outlook client, the behaviour of searching depends on which Update Rollup is installed.

Author Comment

ID: 39604607
Hi Feridun,

Thanks for your response. I have gone into the lead customization area and for some reason I cannot modify in this area. I have full system and administration privileges. see attached screen shot.


*** Screenshot removed per request - Modalot, Community Support Moderator ***
LVL 27

Expert Comment

by:Chinmay Patel
ID: 39604926
Adma you might want to remove the pic as it show the URL of the CRM server. Also please note that in Advanced Find you can define your own view to search for the closed leads.
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LVL 30

Assisted Solution

by:Feridun Kadir
Feridun Kadir earned 1500 total points
ID: 39606200
You need to customize the Quick Find view not the Advanced Find view.

I did see your picture and the message was that you can't delete the view but you can still modify it. In any case, the Advanced Find view is not the one to modify.

Author Comment

ID: 39607405
Thanks Chinmay and Feridun.

I located the quick find customisation properties, however I am unsure what it is that I need to do in order to allow closed leads to be searched. I have attached a screenshot of the quick find view to ensure I am in the correct location.

LVL 30

Expert Comment

by:Feridun Kadir
ID: 39608032
Ah, my bad!  I was expecting to see edit filter criteria where you add in records with a status of inactive. But now I recall that this is only possible in CRM 2011 and not in CRM 4. I don't think there is a supported way to change the Quick Find view criteria in CRM 4.

Sorry for the confusion.

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