Smart Find Screen

By | January 14, 2009

What we do usually to find records in SageCRM? We go to Find Record Screen, fills the values in field and click on Find button. Too much time consuming process..

To reduce the time of clicking find button after filling values in fields, we have written a script. Once installed for any screen e.g. “Company Name” field from company search screen, we need not to click on Find button to search companies matching with the values entered in Name field.

Once we start entering the values in Name field, script will start searching the records simultaneously and will list out all the records in list below.

This is similar to Onkey Press functionality. Please have a look at the screenshot attached.

User has entered “Sa” and all the company names starting with sa are listed below on runtime. As user proceed with further letters it will start searching accoridngly.