This may be a silly question, but how can I get CRM 2011 to return specific data about a record based on a search of another piece of specific data?
Example: My company uses CRM to keep track of all our clients. Each client has a record containing various data fields such as: client #, date added, service #, # of users, access #, etc.
As the client # and access # fields are unique to every client, is there a way of doing a search where I would input the client # and CRM returns only the access #, and nothing else - preferably in a pop-up window?
Thanks!