Configuring Quick Find feature in Sage CRM 2018 R2 onwards

By | September 11, 2018

Quick Find in Sage CRM is one step search feature which allows the users to perform a quick search within all the Primary entities of CRM. Moreover the search factor doesn’t depends on any specific criteria, but it searches through all the fields of these entities be it a Simple text field, multi-line text field, email address, URL fields etc. and displays the result. It gets data from the Quick Find service which runs as a background process. Below is the blog link where you can configure the “Quick Find” in Sage CRM.

Related Stuff: CRM Quick Find Service with the launch of Sage CRM 2017

This service first builds an index of all database records and then periodically updates the index to track records that have been added, updated or removed. Whenever you search any data using Quick find, you can view only 8 records as displayed in below screenshot.

What if you want to view more no. of on-screen results returned by Quick Find. Well, you can achieve the same in Sage CRM 2018 R2. Sage CRM 2018 R2 has provided additional feature to maximize the number of on-screen results returned by Quick Find. Follow the below steps to do the same.

1. Login to Sage CRM.
2. Go to Administration -> System -> Quick Find -> Change.
3. Set the maximum no. of records you want to view from selection list in “Maximum number of results” field and save.

After making above changes when you search the data using Quick Find, you can see that 10 records are displayed in the result list.

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