Browsing All Posts filed under »Advanced finds«

CRM 2011 – an advanced find showing the phone calls for a campaign

February 11, 2012

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I answered a forum post on this question but as I couldn’t upload a picture I thought I might as well add this as a blog post and upload the picture to the blog. The user wanted to create a report of all the phone call activities for a campaign.  It was a little confusing… [Read more…]

CRM 2011 – How to delete a saved view

November 21, 2011

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The functionality of CRM 2011 allows individuals to create personal views and save them.  This is very useful and doesn’t impact on anyone else, it’s one of the powerful tools and ideas in CRM 2011. The one problem this can lead to is it’s easy to create views but then you can slowly start to… [Read more…]

CRM 2011 – N:N relationships and advanced finds quirks

September 30, 2011

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I was trying to set up a new entity and link it to a contact. The example in this case was they wanted to have a Language Entity which they could add languages to a contact.  They would then want to search for contacts which had certain languages. I set up my new language entity… [Read more…]