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Training Exercises: Advanced Find

Reading Assignments: 
 
 
Exercises:
 
1. Create an Advanced Find using data found on a single entity (e.g. Person or Opportunity)
  • Create and save a Person Advanced Find to identify Persons, in your home state and two contiguous states, that do not have a phone number.
  • Create and save an Opportunity Advanced Find to identify all Freshman Inquiries for a given entry term with a specific Interest.
2. Create an Advanced Find using data found on multiple entities (e.g Person and Opportunity)
  • Create and save an Opportunity Advanced Find to identify all Freshman Inquiries for a given entry term, from inside the state, that have an email address. 
3. Create an Advanced Find using data in Activity History
  • Create and save an Opportunity Advanced Find to identify all Transfers with an “Application received” (or similar) activity. 
4. Change the columns of data returned in the Advanced Find results
  • Create and save a Person Advanced Find to identify all Applicants with Missing Items.
  • Display the Username and Password in your results. 
5. Share an Advanced Find with other staff members
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