You need to sign in to do that
Don't have an account?
Joanna
Quick Search Filtering
From the Accounts tab, you click to go to the All Accounts view. Is there any way to set up a quick search field so that you can type in part of an account name and have the data filter down without creating a separate view? The same question applies to all of the major tabs (Opportunities, Contacts, etc). Creating a separate view doesn't work for this because you would need to search for different accounts each time.
I would think that this functionality would be built in to Salesforce, but I haven't been able to find it. Thanks!
I would think that this functionality would be built in to Salesforce, but I haven't been able to find it. Thanks!
Joanna
It looks like the Search functionality in the left bar of the application would work for this.