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Saved seach of my new customers.

edited Jan 3, 2020 12:35AM in Search / Reporting 9 comments

I'm trying to create a saved search that returns leads, prospects and customers (records) that I have created  in the last month.

I'm having a hard time finding a "created by" field.  I've added system notes "Type=create" but under "Field=" I can't see "record".  I also can't see "me" under "set by" so I would need to choose myself manually and then create new searches for all the sales staff.

I'm sure there must be an easier way of doing this, so any help would be appreciated.

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