Skip to Content
0
Former Member
Oct 08, 2013 at 01:55 PM

How to maintain search criteria in CRM

53 Views

Question 1 - For example, if you want to add a new search criteria for Accounts, how do you handle this?

Question 2 - If you want to change the alternatives you have in the drop down menu for a search criteria, how do you handle this?

Thank you in advance!

Attachments