Advanced Find

Reading Assignments:

Advanced Find 

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.
  1. 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. 
  2. 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.
  3. 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.
  4. Share an Advanced Find with other staff members.
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