Friday, April 19, 2019

Add Last Sales Activity Fields as Saved Search Criteria


To add Last Sales Activity fields as search criteria:

1.    Locate your saved search and click Edit.

2.    Under Criteria tab > Standard subtab, click in the Filter column and select 'Last Sales Activity Fields...'.  

Note:  The option will appear toward the bottom of the list, alphabetized with all other joined record search options.

3.    A popup will appear that allows you to select the Last Sales Activity field you want to select as criteria.  Select the appropriate field for the conditions you want to apply.  If you are creating a criteria based on the Last Sales Activity date, select Last Sales Activity.

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