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Answered

Add Opportunity State (Active/Inactive) Field to the View Filter

Posted on by 174

Good afternoon, Colleagues!

I am looking how to make changes to the Quick Search filter by adding both Active and Inactive records. I believe this has to be State field. I have found this answer on the forum but can;t understand which field I need to bring in.

Thanks and stay home and safe.

Nikita

  • Verified answer
    LuHao Profile Picture
    LuHao 40,860 on at
    RE: Add Opportunity State (Active/Inactive) Field to the View Filter

    Hi Nikita,

    In my environment, I can see the closed opportunity in the Track search in App for Outlook.

    pastedimage1587546599429v1.png    pastedimage1587546620669v2.png

    pastedimage1587546662223v4.png

    Could you check if you have published all customizations?

    pastedimage1587546955829v5.png

    In addition, you can change the view while searching.

    pastedimage1587547032042v6.png

    pastedimage1587547060802v7.png

  • Nikita Che Profile Picture
    Nikita Che 174 on at
    RE: Add Opportunity State (Active/Inactive) Field to the View Filter

    Thank you, Hao! I have done that but I still am not able to find the inactive (closed won) record when trying to set an email regarding it in the Outlook app.

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,860 on at
    RE: Add Opportunity State (Active/Inactive) Field to the View Filter

    Hi Nikita,

    Edit the View: Quick Find Open Opportunities.

    pastedimage1587541026552v1.png

    Click Edit Filter Criteria.

    pastedimage1587541102294v2.png

    Delete the original condition.

    pastedimage1587541152503v3.png    pastedimage1587541169790v4.png

    Save and close. Publish All Customizations.

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