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Adding additional Record Types to an advanced find

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Hi all,

We use ClickDimensions as our Marketing add-on.  A view called 'Sent Emails' is available and I want to be able to create an Advanced Find that includes columns from both the 'Lead' and ''Opportunity' records.  For some reason, only 'Lead' record is available for selection.  How can I add another record type that I can use to select columns for my Advanced Find? 

Thanks for any advice,

Mark  

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  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Adding additional Record Types to an advanced find

    Hi Mark,

    Is the entity in "Send Email" view customized by ClickDimensions?

    Furthermore,  can you find a lookup field which show related Opportunity in the entity form?

    Regards,

    Clofly

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