3 ways to Search Information in Sage CRM

By | September 20, 2019

Sage CRM provides an ability to store customer information within Sage CRM. Users can create Reports, Dashboards using stored information. The user can search stored information using Find/Search screens available in Sage CRM. However, there other ways to search information within Sage CRM other than Find/search screens.

New stuff: Basic modifications to Sage CRM Layouts

Quick Find:
As name suggests “Quick Find” allows users to search across all Primary Entities just by entering relevant keywords. This option located at the Top Sage CRM screen. Refer below screen shot.

Quick Find

You can find more information on “Quick Find” at our below blog spots.

  1. “Quick Find” Functionality in SAGE CRM 2018 R1
  2. Configuring Quick Find feature in Sage CRM 2018 R2 onwards
  3. Search using Address, Email and Phone Data in Quick Find

Advanced Find:
Advanced find perform complex database search across all Primary Entities. This allows user to create the search criteria repeating through various SQL joins/condition and/or clauses. This option located in Search screens. Refer below screen shot.

Keyword Search

You can find more information on “Advanced Find” at our below blog spots.

  1. Constructing Complex Saved Searches using Advanced Find in Sage CRM
  2. Steps to generate complex reports in Sage CRM using Advanced Find
  3. 3 Easy Steps to Add Sage CRM Custom Entity in Advanced Find

Keyword Search:
This is very much similar to Quick Find. The only difference between Quick Find and Keyword search is that the user will have the choice/option to search across the entities of his wish. User can simply select entities across which searching needs to be done. Refer below screen shot.

Advance Find

You can find more information on “Keyword Search” at our below blog spots.

  1. Enable Keyword Search on Sage CRM Find screen
  2. 2 Easy Steps to Add Sage CRM Custom Entity in Keyword Search
  3. Make your keyword search more efficient

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service SignatureSage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.