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Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

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Microsoft CRM Info Views and Searching

When you wander from the home page to many of the sub-areas under Sales and Service, you will see the Content Area change to an Info view listing of records. Figure 6.9 shows the Info view for the Leads sub-area of the Sales Area.

Figure 6.9. The Leads info view.

Find Control

The Find Control enables the user to quickly find records by searching through the first displayed column in the grid listing. For example, in the Contact Info view, the primary (first) column is Full Name where the full name is formatted based on the system settings for the installation. By default, Last Name is listed first followed ...

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