Sage CRM allows users to store and access the data in an efficient way. To access data efficiently Sage CRM provides functionalities like Advance Find, Quick Find, and Keyword search, etc. which can be customized as per user’s requirements. To know more about these functionalities, refer below:
3 ways to Search Information in Sage CRM
New Stuff: Unable to save MailChimp Configuration in Sage CRM
To access information with accuracy, we have filter screens that are available in Sage CRM. This filter screen provides a UI to build that allows the program to add where clause as per our requirement. Refer below:
In Sage CRM filter screen, along with dropdown values we also find All and None options available to filter the record list. These dropdown values help to enhance the filter criteria. Recently one of our clients raised the issue that for filter All and None dropdown values were missing. Refer below:
After doing some findings, we came to know that the screen type was an entry type. Refer the below screenshot:
All standard filter screens in Sage CRM are of type Search. We modified the custom screen type to Search Screen. Which added All and None Option values to the dropdown for selection fields, refer below:
In Sage CRM, All and None options are added to screens based on-screen types. This handing are done in eWare.dll. Therefore, if you find above filter options missing make sure you verify the screen type is set to Search.
Hope this information was helpful.
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Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 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 Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage 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.