Category Archives: Find

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

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… Read More »

Editing the look and feel of Summary Reports and PDF Reports in Sage CRM

Sage CRM’s inbuilt Reporting tool is one of the prominent features which have helped the people relying on CRM for data management to project or represent the data in the desired format. The wide collection of Reports available within CRM has made it easy for the CRM users to extract the data in different formats… Read More »

Disable find screen Hyperlink on recent List of Sage CRM

In today’s rapidly growing world of technology, people tend to look out for features within a system that would help with the output with less number of actions and a quick response time. The bigger the process flow to get a desired output, the more the time consumed. By keeping the main focus on this… Read More »

Remove Help button link from screens

Sage CRM provides “Help” button on each standard screen to give information regarding that screen and fields on that screen. These buttons are helpful for user as they provide information about other button present on the screen as well. So if one doesn’t know the functionality properly they can make use of Help button. New… Read More »

Incorporate Case filter screen in Self Service portal

Sage CRM Portal has improved User experience by extending Customer’s access to the data inputted by them as well as updated by the vendor. A fully responsive version of Self Service portal has provided Menu options to log and search the Ticket details. But, have you ever thought of accommodating certain changes to ease the… Read More »

Issue with Lead’s “Add or Find this Company” feature in Sage CRM 2018 R3

Leads, one of the basic component of Sage CRM‘s Sales Module; represents the unqualified/raw information but important details when thought as a new prospect or a new deal for the organization. Sage CRM have Lead module designed in such a way that it exists outside the context of a person or company entity. This is… Read More »

Restrict Quick Find Search for Phone and Email data

Quick Find functionality in Sage CRM provides instant results based on the key terms entered in Quick Find search box. Quick Find will return results containing your key terms in any text field, email field or URL field. Quick Find functionality depends on Quick Find service which runs as a background process and returns data… Read More »

Constructing Saved Searches from Search Screens in Sage CRM

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… Read More »

Highlight Date Column in Sage CRM Grid

We all know how we can add color to columns or rows of a list or grid using Sage CRM Api filterWhere condition. But if we notice carefully, a date field contains the value of Today or Tomorrow then it is displayed a “Today” or Tomorrow” in Sage CRM list/grid. So filterWhere condition cannot be… Read More »

CRM Quick Find functionality stopped working in Sage CRM

You all are aware of Quick Find feature of Sage CRM 2017, it has made the search functionality easy and flexible by applying the search norms within all the entities as well as fields of CRM on one single action. This feature has proved very useful for the Call Center users who needs to find… Read More »