Category Archives: Find

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 »

Configuring Quick Find feature in Sage CRM 2018 R2 onwards

Quick Find in Sage CRM is one step search feature which allows the users to perform a quick search within all the Primary entities of CRM. Moreover the search factor doesn’t depends on any specific criteria, but it searches through all the fields of these entities be it a Simple text field, multi-line text field,… Read More »

“Quick Find” Functionality in SAGE CRM 2018 R1

Hi Friends..!! We are much familiar with finding mechanism for entity records such as keyword search, Advanced Find, etc. in SAGE CRM. Using these, we can perform a search for particular entity only. Now we can search the connected data across all entities at once by using single keyword. The New Release, SAGE CRM 2018… Read More »

Modifying the values of User Select field of Email Editor Screen in Sage CRM – Part 2

Hi Folks!! This blog is in continuation of our previous blog wherein we explained how you can modify the values or the names that are been displayed in User select field of Email Editor Screen in Sage CRM. You can refer below link for the same. Related Stuff: Modifying the values of User Select field… Read More »

Restrict access to certain entity with SQL conditions

With the help of scripting we can help our customers to achieve their requirement and make it more usable. In this blog, I will explain how we can restrict users to have access to certain entity such as Advanced Find and Keyword search which appears when Find button is clicked. New stuff: Highlight Checked Checkboxes using… Read More »

Control Access to Merge to Word button in Sage CRM v7.3

In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3. Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. New… Read More »

Codeless Customization: Add Custom Entities to Find Screen when accessed through iPhone

Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let’s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find… Read More »