{"id":15442,"date":"2018-01-06T05:36:32","date_gmt":"2018-01-06T05:36:32","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=15442"},"modified":"2019-03-28T11:05:43","modified_gmt":"2019-03-28T11:05:43","slug":"quick-find-functionality-in-sage-crm-2018-r1","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/01\/06\/quick-find-functionality-in-sage-crm-2018-r1\/","title":{"rendered":"\u201cQuick Find\u201d Functionality in SAGE CRM 2018 R1"},"content":{"rendered":"

Hi Friends..!! We are much familiar with finding mechanism for entity records such as keyword search, Advanced Find, etc. in SAGE CRM<\/a>. Using these, we can perform a search for particular entity only. Now we can search the connected data across all entities at once by using single keyword. The New Release, SAGE CRM<\/a> 2018 R1 introduced with \u201cFind All in One\u201d functionality i.e. Quick Find.<\/p>\n

New Stuff: <\/em><\/strong>New Feature in GUMU™ for Sage CRM-Sage X3 integration- Folder wise Sage CRM user permission settings<\/a><\/p>\n

In SAGE CRM<\/a>, one entity can have relationship with other entities, for e.g. An Opportunity is mainly linked with Quotes and Orders. In earlier version of CRM, when a user wanted to search any record; it has to be done through the Find screen of respective entity only. Now, one can search the data related to more than one entity by using Quick Find.<\/p>\n

We can also configure the entities that we want to search for by following below steps.
\n1. Go to Administration -> System -> Quick Find<\/strong>
\n2. Click on \u201cChange\u201d<\/strong> and set the entities to be indexed as shown in below screenshot. In this, the benefit is you will select the entities as per your requirement to search the records.
\n\"\"<\/a>3. After making this change, you will be able to find the records for all entities using single relative keyword at once. See the below screenshot.
\n\"\"<\/a>Quick find retrieved the Records i.e. Quote, Order, Communication-related to \u201cTest Opportunity\u201d key term. In short, a search for \u201cTest Opportunity\u201d returns all records containing \u201cTest + Opportunity\u201d in any text or other fields. This feature is very useful to retrieve the information quickly.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized\u00a0Sage Rockstar ISV Partner<\/a>\u00a0for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on\u00a0Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Hi Friends..!! We are much familiar with finding mechanism for entity records such as keyword search, Advanced Find, etc. in SAGE CRM. Using these, we can perform a search for particular entity only. Now we can search the connected data across all entities at once by using single keyword. The New Release, SAGE CRM 2018\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,55,73,137,157,332,341],"tags":[2027,2028,2074,2242],"class_list":["post-15442","post","type-post","status-publish","format-standard","hentry","category-administrator","category-checkboxes","category-configuration","category-entity","category-find-sage-crm","category-sage-crm","category-sage-crm-r1","tag-sage-crm-2018","tag-sage-crm-2018-r1","tag-sage-crm-find-functionality","tag-search-functionality"],"yoast_head":"\n\u201cQuick Find\u201d Functionality in SAGE CRM 2018 R1 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/01\/06\/quick-find-functionality-in-sage-crm-2018-r1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u201cQuick Find\u201d Functionality in SAGE CRM 2018 R1 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Hi Friends..!! We are much familiar with finding mechanism for entity records such as keyword search, Advanced Find, etc. in SAGE CRM. Using these, we can perform a search for particular entity only. Now we can search the connected data across all entities at once by using single keyword. 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