Solved

Searching for closed leads MS CRM Dynamics

Posted on 2013-10-24
6
208 Views
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?

Thanks,
A.
0
Comment
Question by:Adma1
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 3
  • 2
6 Comments
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 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.
0
 

Author Comment

by:Adma1
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.

Thanks,

*** Screenshot removed per request - Modalot, Community Support Moderator ***
0
 
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.
0
Salesforce Has Never Been Easier

Improve and reinforce salesforce training & adoption using WalkMe's digital adoption platform. Start saving on costly employee training by creating fast intuitive Walk-Thrus for Salesforce. Claim your Free Account Now

 
LVL 29

Assisted Solution

by:Feridun Kadir
Feridun Kadir earned 500 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.
0
 

Author Comment

by:Adma1
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.

Thanks,
CRM-Quick-Find.png
0
 
LVL 29

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.
0

Featured Post

Salesforce Made Easy to Use

On-screen guidance at the moment of need enables you & your employees to focus on the core, you can now boost your adoption rates swiftly and simply with one easy tool.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part I
Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part II

752 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question