What good is capturing and organizing all that customer data in, if you can’t find the right information when you need it? Sage CRM is one such application that helps in capturing, organizing as well as searching the information with ease. Every business user that works with CRM wants quick results while searching for data… Read More »
Sage CRM provides an ability to store customer information within Sage CRM. Users can create Reports, Dashboards using stored information. The user can search stored information using Find/Search screens available in Sage CRM. However, there other ways to search information within Sage CRM other than Find/search screens. New stuff: Basic modifications to Sage CRM Layouts… Read More »
Sage CRM’s Quick find allows users to search for key terms across single-line text, email address, and URL fields on all company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records at once. Since the Quick find helps with the results from various entities; many a time’s users face the situations where… Read More »
One more feature of SAGE CRM 2017! We are much aware about the searching mechanism in the new release i.e. Quick Find Functionality. It can search the connected data across all entities at once by using single keyword. We had seen that we can exclude an entity from this mechanism. But actually, not only an… Read More »
Sage CRM installer installs different types of services on the CRM application server. These services are useful to run different types of mechanisms in CRM. Below are the services with their use. CRM Indexer Service: This service is useful to run the Keyword search functionality in CRM. It creates index in all the database records… Read More »