Custom Opportunity Search Dialog Box

If the standard searches (Active, All, and Mine) for locating and selecting opportunities are not satisfactory, use the Custom Opportunity Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.

A saved search is only available to the person who saves it. It is not available to other users.

Location

To display the Custom Opportunity Search dialog box, complete the following steps:

1. Do one of the following:
   • To display the dialog box in the Opportunities area, click the currently displayed search name at the left end of the Find opportunity field.
   • To display the Custom Opportunity Search dialog box for the Pipeline chart on the Dashboard, click the currently displayed search name next to the Pipeline chart title.
   • To display the Custom Opportunity Search dialog box for the Opportunities report in the Reporting area, click the currently displayed search name next to the standard report name in the upper-left corner of the workspace.
2. Do one of the following on the drop-down list:
   • To create a new custom search, click Custom at the bottom of the list.
   • To make changes to an existing custom search, click next to that custom search.

Contents

Field	Description
SEARCH NAME	If you want to save the custom search so you can use it again in the future, enter a name for it in SEARCH NAME. If you do not want to save the search, do not enter a name.
RECORD	Click in this field and do one of the following: To limit the search to active opportunities only, click ACTIVE. To include all opportunities (both active and inactive) in the search, click ALL. To limit the search to active opportunities that you created or for which you are a member of the team, click MINE. (You are on an opportunity's team if you are listed in the Team Members grid on the Team tab.)
Other search fields	Use the other fields on the dialog box to enter search values to further restrict the list of opportunities that the search returns. The following describe the types of fields: Date fields: Select from a list of predefined time periods based on the current date (for example, Last Week, Last Month, Next 3 Months, and so on). Drop-down fields: Select one or more values for the search. For example, you could search for opportunities that are assigned to any of three pipeline stages that you select in STAGE. You must select the values one at a time, but you can select as many as you want. In some drop-down fields (lookup fields), you can also do the following: Type a single character in the field and select the STARTS WITH <character> option at the top of the drop-down list to search for opportunities with values in that field that start with the character you typed: Type a string of characters and select the CONTAINS <characters> option at the top of the drop-down list to search for opportunities with values in that field that contain that string of characters: Number fields: Specify a range by entering a minimum value, maximum value, or both. Currency fields: Specify a range by entering a minimum amount, maximum amount, or both. Text fields: Enter one or more characters in the field to search for any opportunities that have a value in that field that contains those characters. Memo fields: Enter one or more characters in the field to search for any opportunities that have a value in that field that contains those characters. Check boxes: Select Yes to search for opportunities for which that check box is selected. Select No to search for opportunities for which that check box is not selected. (Select the blank option if you do not want to include that check box as one of the search parameters.) Milestones: To search based on milestones, select one or more types of milestones, select a time period, or select both. If you specify a milestone type, the search returns opportunities with milestones of the selected types. If you specify a time period, it returns opportunities that have a date in the selected period. If you select both, it returns opportunities that meet both search criteria. Touchpoints: To search based on touchpoints, select from a list of predefined time periods based on the current date (for example, Last Week, Last Month, Next 3 Months, and so on). The search returns opportunities with touchpoints that have a date in the selected period.
+ Add Field	iAccess provides a default set of opportunity fields on this dialog box. However, if you need to search based on values in other fields, you can add them to the dialog box. To add a field, click + Add Field at the bottom of the dialog box, click SELECT FIELD, and click the field in the drop-down list of available fields. Both standard fields and user-defined custom fields can be added. You can also delete fields from the dialog box that you never expect to use. SEARCH NAME, RECORDS, and DATE OPENED are the only fields you cannot delete. To delete a field, hover over the field and click to the right of the field. When you add or remove fields and click Save or Apply, that new set of fields becomes the default set for any new searches you create. The changes do not affect the fields that are available when you edit an existing saved search that used a different set of fields. Adding or removing fields in this dialog box only affects the fields displayed for your custom searches. It does not affect other iAccess users.
x Clear All	If you enter search parameters and then decide you want to clear all of them and start over, click x Clear All at the bottom of the dialog box. iAccess removes entries from all fields except SEARCH NAME and RECORD, which is set to All.
Save, Apply, and Cancel	To save the search so you can use it again in the future and then perform the search, click Save. To perform the search without saving it, click Apply. If the results are not what you want, display the search drop-down list, click Custom again, and make the necessary changes to the search parameters. Though you did not save the search, iAccess preserves the latest settings until you leave the Dashboard, Opportunities, or Reporting area. To close the dialog box without saving or applying the search, click Cancel.