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I need some assistance in EXCLUDING records in a find screen.
When using the find screen to find a company based on their name, I can use % as a wildcard to find text to include in the name.
However, how do I EXCLUDE text in the name.
If I only…
I have created a report with four different search criteria. From another CRM I have used, I assume that the criteria
utilizes "and" , not "or". However, when I run the report with the criteria of only showing >$100,000 in the Opp forecast field, I…