“All” and “None” Selection option missing from Filter Dropdown

By | September 30, 2020

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:

Search Filter
Search Filter

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:

Status Filter
Status Filter

After doing some findings, we came to know that the screen type was an entry type. Refer the below screenshot:

Screen Definition
Screen Definition

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:

New Screen Filter
New Screen Filter

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.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner 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 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 Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.

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

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