Constructing Saved Searches from Search Screens in Sage CRM

By | December 29, 2018

Saved search is a feature in Sage CRM that used for searching record with predefined search criteria’s. It also reduces the time consumption of defining the search criteria every time user logs in into the system.

Saved search can be created from Search Screens as well as from Advanced Find screens.

New Stuff: Duration column in Tracking tabs within Sage CRM

By default there are predefined saved searches available in Sage CRM for few of the entities that are listed below.

  1. Lead – My Leads In Progress
    List downs the leads that are In Progress and assigned to the logged in Sage CRM user.
  2. Company – My Companies
    List down the list of companies whose Account Manager is currently logged in Sage CRM.
  3. Person – My people
    List down the list of persons whose Account Manager is currently logged in Sage CRM.
  4. Opportunities – My Opportunities In Progress
    List downs the Opportunities that are In Progress and assigned to the logged in Sage CRM user.
  5. Cases – My Cases In Progress
    List downs the Cases that are In Progress and assigned to the logged in Sage CRM user.

You can also create custom saved searches. Suppose you need to list down opportunities that are at Proposal Submitted stage and are In Progress for some specific territories. This can be created by following below steps.

  1. Go to Opportunity Search screen in Sage CRM.
  2. Set the search criteria on below fields. Refer screenshot.
    1. Stage =Proposal submitted
    2. Status = In progress
    3. Territory = Texas
  3. Click on Find button.Find Opportunity
  4. On click of the icon, to create your Saved Search list. Refer below screenshot.
    Save Search
  5. Your Saved Search will be listed into below highlighted list.
    Saved Search list

Next time whenever you go to opportunity find screen you can just simply select the saved search in order to find records instead of selecting the search criteria’s.

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