Sage CRM – Tips, Tricks and Components
Currently in CRM, for Search Select Advanced of any primary entity there is a small arrow on the right hand side of the SSA field with find and clear options. After clicking on find option the system will open find screen. But if we create Search Select Advance of custom entity and clicks on find… Read More »
Search Select Advanced is one of the nice to have feature of Sage CRM. It enables you to search the records on the fly, also provides you the find screen for detailed searching of an item we are looking for. However it doesn’t seem to work correctly on the self-service portal. I add SSA field… Read More »
We come across this scenario very often where we have to change columns order in Search Select Advance view fields. Consider the below scenario. On New Opportunity page there is Search Select Advanced field named “Campaign\Wave Activity:” It has two columns in its search criteria as “Campaign Name”, “Wave Activity Name” respectively. These two fields… Read More »