Tip #1295: Quickly search for multiple records in advanced find

If you want to quickly find multiple records in advanced find, you can type in semicolon-separated text values into your filter.

This can be a huge time saver, as you can copy/paste the string in, and assuming they are legitimate records, each value will resolve.

This is also helpful for testing a set of records after a data update.

Note — there is a limit to the number of values you can enter. Based on testing, it is somewhere around 65.

Thanks to Edgar Chan for this tip. Got any tips? Send them to jar@crmtipoftheday.com.

6 thoughts on “Tip #1295: Quickly search for multiple records in advanced find

  1. Does not work before release 9

    • Joel Lindstrom says:

      Christoph,

      You can assume that any of our tips reflect the current version at the time that they are written.

    • Cameron says:

      Seems to only work on the lookup field. Doesn’t work on an ID number, for example, in the Contact entity. Shame because it would’ve been great otherwise.

  2. Peter Cutts says:

    Gotta love the CRM2011 Advanced Find window. Still going strong without any AI infusement. 🤣

  3. Allison Briden says:

    Augh! I was so excited when I read this tip. Then I was so disappointed when I read that it doesn’t work prior to version 9. 🙁

  4. Abhirup Dutta says:

    Does it work for text fields? Example Job title where I would like to search for applicable contact records having any one of the job title mentioned?

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