- Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)
- Module and Status, Communication and Group Filters select status(es) and option(s) to include
- Click the [Add Search Criteria] button
- Search Type: Select “Custom Fields” from the dropdown list
- In Header select the Custom Field Category where the desired custom field was created
- Select the Custom Field you want to use
- Match Type: Choose what you consider a match for your search from the dropdown menu
- Match Value: Choose what you consider a match for your search by completing the date field(s), if applicable to your Match Type selection
- You can either search by entering exact dates or by using dynamic dates
- Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search