CRM 3.0 Advanced Find multiple data search using multiple value

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I read from the "Microsoft CRM3 for Dummies" book that we can search a 
multiple value by type in ; (i.e. I am looking for accounts in CA, NY, PA, 
etc.) but it doesn't work. I believe this is a bug, can you please advise if 
this can be fixed? I don't want to keep typing in same thing and creating 
multiple lines with each value I am looking for and having to group them in.

I have e-mailed about this to Joel Scott who wrote this book about 5 monthes 
ago but didn't get a reply.

Thanks,

Joyce
0
Reply Utf 7/26/2007 6:52:04 PM

Hi Joyce,

I think you need to do multiple Condition statements,

Address1: State/Province = IL
Address1: State/Province = CA
....
....


Select the conditions and then Click Group OR in advance find.

Hope this helps.

Darren Liu
Crowe Chizek
http://www.crowecrm.com

On Jul 26, 1:52 pm, Joyce <s...@thesign.com> wrote:
> I read from the "Microsoft CRM3 for Dummies" book that we can search a
> multiple value by type in ; (i.e. I am looking for accounts in CA, NY, PA,
> etc.) but it doesn't work. I believe this is a bug, can you please advise if
> this can be fixed? I don't want to keep typing in same thing and creating
> multiple lines with each value I am looking for and having to group them in.
>
> I have e-mailed about this to Joel Scott who wrote this book about 5 monthes
> ago but didn't get a reply.
>
> Thanks,
>
> Joyce


0
Reply Darren 7/26/2007 9:23:54 PM


Hi Darren,

That's what I have been doing but better way to do it is to be able to use ; 
sign in one line. I am pretty sure it's a bug and I e-mailed MS CRM about it 
today. I hope to hear something form them.

Thanks for your replay and have a wonderful day!

Joyce

"Darren Liu" wrote:

> Hi Joyce,
> 
> I think you need to do multiple Condition statements,
> 
> Address1: State/Province = IL
> Address1: State/Province = CA
> ....
> ....
> 
> 
> Select the conditions and then Click Group OR in advance find.
> 
> Hope this helps.
> 
> Darren Liu
> Crowe Chizek
> http://www.crowecrm.com
> 
> On Jul 26, 1:52 pm, Joyce <s...@thesign.com> wrote:
> > I read from the "Microsoft CRM3 for Dummies" book that we can search a
> > multiple value by type in ; (i.e. I am looking for accounts in CA, NY, PA,
> > etc.) but it doesn't work. I believe this is a bug, can you please advise if
> > this can be fixed? I don't want to keep typing in same thing and creating
> > multiple lines with each value I am looking for and having to group them in.
> >
> > I have e-mailed about this to Joel Scott who wrote this book about 5 monthes
> > ago but didn't get a reply.
> >
> > Thanks,
> >
> > Joyce
> 
> 
> 
0
Reply Utf 7/26/2007 9:32:00 PM

That's not a bad suggestion, you have a good day as well.

Darren Liu
Crowe Chizek
http://www.crowecrm.com



On Jul 26, 4:32 pm, Joyce <s...@thesign.com> wrote:
> Hi Darren,
>
> That's what I have been doing but better way to do it is to be able to use ;
> sign in one line. I am pretty sure it's a bug and I e-mailed MS CRM about it
> today. I hope to hear something form them.
>
> Thanks for your replay and have a wonderful day!
>
> Joyce
>
>
>
> "Darren Liu" wrote:
> > Hi Joyce,
>
> > I think you need to do multiple Condition statements,
>
> > Address1: State/Province = IL
> > Address1: State/Province = CA
> > ....
> > ....
>
> > Select the conditions and then Click Group OR in advance find.
>
> > Hope this helps.
>
> > Darren Liu
> > Crowe Chizek
> >http://www.crowecrm.com
>
> > On Jul 26, 1:52 pm, Joyce <s...@thesign.com> wrote:
> > > I read from the "Microsoft CRM3 for Dummies" book that we can search a
> > > multiple value by type in ; (i.e. I am looking for accounts in CA, NY, PA,
> > > etc.) but it doesn't work. I believe this is a bug, can you please advise if
> > > this can be fixed? I don't want to keep typing in same thing and creating
> > > multiple lines with each value I am looking for and having to group them in.
>
> > > I have e-mailed about this to Joel Scott who wrote this book about 5 monthes
> > > ago but didn't get a reply.
>
> > > Thanks,
>
> > > Joyce- Hide quoted text -
>
> - Show quoted text -


0
Reply Darren 7/26/2007 9:36:29 PM

Joyce, what condition are you using?  The advanced find worked for me when 
trying to find all contacts within a certain group of cities.  I used a new 
line for each city but, grouped them with And.  

Good Luck 

"Joyce" wrote:

> Hi Darren,
> 
> That's what I have been doing but better way to do it is to be able to use ; 
> sign in one line. I am pretty sure it's a bug and I e-mailed MS CRM about it 
> today. I hope to hear something form them.
> 
> Thanks for your replay and have a wonderful day!
> 
> Joyce
> 
> "Darren Liu" wrote:
> 
> > Hi Joyce,
> > 
> > I think you need to do multiple Condition statements,
> > 
> > Address1: State/Province = IL
> > Address1: State/Province = CA
> > ....
> > ....
> > 
> > 
> > Select the conditions and then Click Group OR in advance find.
> > 
> > Hope this helps.
> > 
> > Darren Liu
> > Crowe Chizek
> > http://www.crowecrm.com
> > 
> > On Jul 26, 1:52 pm, Joyce <s...@thesign.com> wrote:
> > > I read from the "Microsoft CRM3 for Dummies" book that we can search a
> > > multiple value by type in ; (i.e. I am looking for accounts in CA, NY, PA,
> > > etc.) but it doesn't work. I believe this is a bug, can you please advise if
> > > this can be fixed? I don't want to keep typing in same thing and creating
> > > multiple lines with each value I am looking for and having to group them in.
> > >
> > > I have e-mailed about this to Joel Scott who wrote this book about 5 monthes
> > > ago but didn't get a reply.
> > >
> > > Thanks,
> > >
> > > Joyce
> > 
> > 
> > 
0
Reply Utf 7/26/2007 9:44:02 PM

see
http://www.microsoft.com/dynamics/crm/using/usertips/tips.mspx


-- 
Regards,

MS CRM Certified Professional

http://microsoftcrm3.blogspot.com

Chat with me on MSN / Gmail / Skype : ID Is :.. mscrmexpert@gmail.com



"Nate" wrote:

> Joyce, what condition are you using?  The advanced find worked for me when 
> trying to find all contacts within a certain group of cities.  I used a new 
> line for each city but, grouped them with And.  
> 
> Good Luck 
> 
> "Joyce" wrote:
> 
> > Hi Darren,
> > 
> > That's what I have been doing but better way to do it is to be able to use ; 
> > sign in one line. I am pretty sure it's a bug and I e-mailed MS CRM about it 
> > today. I hope to hear something form them.
> > 
> > Thanks for your replay and have a wonderful day!
> > 
> > Joyce
> > 
> > "Darren Liu" wrote:
> > 
> > > Hi Joyce,
> > > 
> > > I think you need to do multiple Condition statements,
> > > 
> > > Address1: State/Province = IL
> > > Address1: State/Province = CA
> > > ....
> > > ....
> > > 
> > > 
> > > Select the conditions and then Click Group OR in advance find.
> > > 
> > > Hope this helps.
> > > 
> > > Darren Liu
> > > Crowe Chizek
> > > http://www.crowecrm.com
> > > 
> > > On Jul 26, 1:52 pm, Joyce <s...@thesign.com> wrote:
> > > > I read from the "Microsoft CRM3 for Dummies" book that we can search a
> > > > multiple value by type in ; (i.e. I am looking for accounts in CA, NY, PA,
> > > > etc.) but it doesn't work. I believe this is a bug, can you please advise if
> > > > this can be fixed? I don't want to keep typing in same thing and creating
> > > > multiple lines with each value I am looking for and having to group them in.
> > > >
> > > > I have e-mailed about this to Joel Scott who wrote this book about 5 monthes
> > > > ago but didn't get a reply.
> > > >
> > > > Thanks,
> > > >
> > > > Joyce
> > > 
> > > 
> > > 
0
Reply Utf 7/27/2007 7:54:00 AM

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