Sage CRM Search screens allow Users to search data by any criteria or a combination of criteria on the Search screen. In this blog post, we will explain you how to add a Primary Key of a column of any entity to entity search screen. New Stuff: View Fusion Charts on Sage CRM Interactive Dashboards… Read More: Using Primary Key Column of an Entity to Search »
Using Export to File button available on Sage CRM find screens and Group screens, users can export data (in CSV, Text, Excel CSV format). Sage CRM provides a very powerful security mechanism to restrict users from accessing confidential data from Non-admin users and make it available only for Mangers and Administrators. New Stuff: Associate Company… Read More: Hide Export data option for Non admin users »
SageCRM provides the functionality of providing search criteria in reports and if you tend to use a certain criteria regularly then you can even save those criteria. In this way you can save the multiple criteria for a single report. So the next time the report needs to be run, you can just choose the… Read More: Remove Entry from Saved Search dropdown »
As you all know dashboard in SageCRM displays all the information in a summarized format about the open opportunities, pending leads etc. We have been providing solutions to customer to show external websites like Google pages, Amazon pages etc from customer tabs inside SageCRM. This is no big deal. But recently we stumbled across something… Read More: Adding Google Search in CRM Dashboard »
As per the standard Sage CRM functionality, Company (any Standard Entity i.e. Person, Communication, Lead, Opportunity, Cases) search screen retains results when user navigate away from the search screen and return to it. Bur this is not applicable for any custom entity search screen. Custom search screen does not display search results when user navigates… Read More: Custom Search Screen should retain results when user navigate away… »
