Keyword search allows users to search for keywords across all primary entities. Keyword search box is available on Find screen of all primary entities. The New Stuff: Customizing Outbound Call Lists Have you ever seen Keyword search box is not visible on any Find screens? Basically keyword search depends on the Sage CRM indexer service which… Read More »
This blog explains how one can fetch different categories of phone numbers and Email addresses tagged against particular person to display in Report, Find Screen and groups in CRM. First let me explain the structure of Phone and Email entities in CRM. Refer the below given details. After understanding the relationship between entities specified in… Read More »
In Sage CRM, if we have created the field as selection, then it will allow us to select only single value globally on all screens. What if we want the field to be multiselect at the time of searching record through find page? For example, consider the field “Source” on New Case Screen which is… Read More »