Global Search Functionality

By | September 28, 2016

Sage CRM has standard feature to search accurate data. I.e. Keyword Search. With this functionality CRM user can perform search across all text fields available on the Entity search screen.
Recently, one our client came up with Global Search functionality, where in Search functionality is needed on the Top Content of the Entity. With this search they can find multiple entity data like Company, Person, and Opportunity etc. Global search always available in top Content of all Primary entity.
New Stuff: Sage CRM Development – Let us do that for you
We have added Text to search data across Company, Person and Opportunities as shown below.
Global Search Field
On click of Search button, pop up will get open which will show the data as per Sage CRM standard Keyword Search functionality.
Pop Up Screen
Below are the key features of Global Search functionality:
1) Global Search can be done with respect to Sage CRM standard Keyword Search functionality.
2) When we search Company, Person, and Opportunities, search result would open in a new window. So they can edit the company and then quickly go to another search in their other window.
3) Pagination for faster results.
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Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3Sage 100Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACTGoldmine and other CRM’s.
For more information on our integration solutions, please contact us at We will be glad to assist you.
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