Hi,
Quick Find View
Quick Find Views is a system view and allows you to search from the entity list view page (CRM main entity page) and you can customize the search critera as well as columns to be displayed in result (You can cusotmize Quick Find Views from Entity Customization->Views)
if user will search from the entity list view page then CRM will search for those attributes which are marked for searching in Quick Find View. This view is shared between all user who have access to entity. Its more like a quick search available for entities
on the entity list page. You can access Quick Search text box in almost every Cucstomizable CRM entity list page.
Advance Find
Users can use Advance Find to create personal views that contains entity any attribute and its related entity attribute search criteria, can be Grouped together with Or and And conditions. Users can also customize the result displayed
columns and can directly export the result data into excel . User can share and assign these view to other users. You can define Advance Find views for all cusotmizable entities. Each entity have its
Personal and System views. There is no globalized search available in CRM that allows to search across all entities records in CRM. Advance find only allow you to search for a particular entity all records. You can access the Advance Find
form the CRM Home Page Tool Bar. Personal views can only be edited using Advance Find.
With Advance Find user can create views with different search crtiterias i.e. Can search Accounts by City, Country, Name, Email Address, Accounts that have no activity performed since last 3 months (neglected from past three months), Accounts that have no
complaints since past 1 months etc.
If the search is required to be performed on multiple criterias then use
Advance Find or if only to search by a single attribute then use
Quick Find Search (Search Text Box on Entity List Page)
You can use above links to read more about Advance Find and Quick Find views functionality.
I believe this will answer your question.
Jehanzeb Javeed
http://worldofdynamics.blogspot.com
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