Category Archives: Advanced FInd

Favorite list not showing Content for Custom Entity records

Favorites feature in Sage CRM allows to add a record in the list of favorite records, so that it can be accessed easily. We can mark Primary as well as Custom entity records as favorite. Favorites feature will work for Custom entities created using Advanced Customization Wizard with no issues. But, for the Custom entities… Read More »

Constructing Complex Saved Searches using Advanced Find in Sage CRM

In our earlier blog, we have explained how to Construct Saved Searches using from Search Screens in Sage CRM. In this blog, we will explain how to construct complex saved searches using Advanced Find feature. New Stuff: O/E Inquiry and A/R Inquiry tabs in Sage CRM 2018 R3 – Sage 300 2019 Integration To create Complex… Read More »