Advanced Find lets you specify an extensive set of filtering criteria so that you get a more specific set of results. You can use its powerful searching capabilities to locate specific records and activities in Microsoft CRM. When you use Advanced Find you can specify one or several search criteria. For example, you can find records by account name, city or region, and the name of the account which this person belongs to. You can locate an activity record based on when you last worked on it, or find a letter that contains specific text
We covered these topics: 1:00 PM PST - Meeting Setup for large events with breakout sessions and classes ( Watch recording of the session ) 2:00 PM PST - Advanced Find: personal vs system views ( Watch recording of the session ) 2:30 PM PST - Identifying and maintaining clean data ( Watch recording of the session )
11-13-2023 | 01:00 PM - 03:00 PM PT Anaheim CA
The agenda includes: Brief system background Review of all RAMCO training resources How to access the support team How NAR's M1 system interacts with RAMCO RAMCO navigation, records, forms, and views Filtering and searching your data, then exporting to Excel Basics of the Advanced Find tool Join us for the 1-hour Zoom session: https://realtors.zoom.us/j/98701929955
04-01-2024 | 02:00 PM - 03:00 PM ET
25 events in this series
05-06-2024 | 02:00 PM - 03:00 PM ET
06-03-2024 | 02:00 PM - 03:00 PM ET
09-02-2024 | 02:00 PM - 03:00 PM ET
08-05-2024 | 02:00 PM - 03:00 PM ET
07-01-2024 | 02:00 PM - 03:00 PM ET
10-07-2024 | 02:00 PM - 03:00 PM ET
11-04-2024 | 02:00 PM - 03:00 PM ET