Find Customer Activity
Use Find Customer Activity to search for Customer Activities already in your database. Customer Activity information is stored in the database by the fields completed in the Add - Customer Activity process. When using the Find – Customer Activity form, you search for a desired Customer Activity using information stored in the database via these fields. Search results viewed on the List – Customer Activity page display in columns, and each column of search results corresponds to a data field. Only a limited, pre-defined set of columns pertaining to Customer Activities is available to you on the Find – Customer Activity page.
Find Customer Activity
- To search for Customer Activities already in your association's database, go to . The Find - Customer Activity page opens.
- For a more specific search, click the Advanced View check box. Expanded Boolean search options appear for each search criteria field. Use these search options to narrow your search results further.
- Click Go. A list of search results displays in the List - Customer Activity page. If only one result comes of the search, the profile page for that result opens.
Note: The more specific you make search criteria, the narrower your results will be. Searching for a Name (Calculated) beginning with "F" will return more results than searching for a Name (Calculated) beginning with "Full." Searching for all records with a Comm Desc (Communication Description) starting with a "T" will produce more results than searching for Organization Names starting with a "T" with a specific Activity Date.
Find vs. Query
Most Finds and Queries in NetForum are run in CRM. The Find page is set up with a predefined set of columns (fields) versus a Query which allows you to select from any column in the table.
Tip: If you are not sure what you are looking for, use the NetForum wildcard character, the percent sign (%), to help you with your search. This is especially helpful when used in conjunction with the contains option on the Name field.