Hello,
although I have experience with other CRMs I am starting with SuiteCRM and I have the following doubt: how do I filter leads, contacts or opportunities by creation date? Or it is not possible?
Thank You.
Hello,
although I have experience with other CRMs I am starting with SuiteCRM and I have the following doubt: how do I filter leads, contacts or opportunities by creation date? Or it is not possible?
Thank You.
Hi, welcome.
See the Documentation here:
https://docs.suitecrm.com/user/introduction/user-interface/#_advanced_module_search
If you don’t find the “creation date” field there, you can go into Studio and edit the Quick Search layout.