Category Archives: Saved Search

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 »

Viewing My Opportunities on Interactive Dashboard

Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view his Tasks, Opportunities through Dashboards. In this blog, we will explain how user can view his ongoing Opportunities in an Interactive Dashboard. New Stuff: How to control Email Forward and Reply Translations Below are the… Read More »

Get key metrics right on your Interactive Dashboard using Saved Search

Sage CRM allows us to create simple dashboards for key insight into the business and to track performance. Aggregated data from Sage CRM like databases and spreadsheets can be easily shown on the dashboards with visual representation. In this blog, we would like to explain how to create simple dashboards using Saved Searches. GUMU Sage… Read More »