Custom Field Search....

[Guest]

Within my contacts I added some cutom fields ... ingluding text and drop-down
boxes. Is it possible to use them as search criteria?

IE: I would like to search by a drop-down variable of AGE: 18-25 and if they
are male or female. I would also like to add within the seatch criteria other
variables as well.

 

[Guest]

Hi Chris

Yes, it is possible to use your custom fields as search criteria. You can
create a search folder to do this:

1. In the Folder List panel on the left, right click on Search Folders > New
Search Folder ...
2. Give the new search folder a name and click Filter
3. Click on the Advance Filter tab
4. Under 'Field name' drop down, you should see the custom field you have
created
5. Under 'Comparison' drop down, select the desired comparison criteria
6. Under 'Compare to' drop down, you should see the custom drop down
selections you have created for your custom field
7. Select the Review Results tab, and you should see all the Business
Contacts that is relevant to your query

Thanks.
Monica Tsang [MSFT]