{"id":20255,"date":"2018-09-11T09:20:08","date_gmt":"2018-09-11T09:20:08","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20255"},"modified":"2020-03-05T06:34:03","modified_gmt":"2020-03-05T06:34:03","slug":"crm-quick-find-service-with-the-launch-of-sage-crm-2017","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/11\/crm-quick-find-service-with-the-launch-of-sage-crm-2017\/","title":{"rendered":"CRM Quick Find Service with the launch of Sage CRM 2017"},"content":{"rendered":"<p><a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Sage CRM<\/a> 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.<\/p>\n<ol>\n<li><strong>CRM Indexer Service<\/strong>: This service is useful to run the Keyword search functionality in CRM. It creates index in all the database records and then updates the index intermittently to track the records that have been added or updated in the database.<\/li>\n<li><strong>CRM Escalation Service<\/strong>:&nbsp;Main purpose of this service is to run the escalation rules configured in Sage CRM.<\/li>\n<li><strong>CRM E-mail Manager Service<\/strong>:&nbsp;The CRM E-mail Manager Service runs as a background process on the server and processes inbound emails according to predefined business rules.<\/li>\n<\/ol>\n<p><em><strong>New Stuff<\/strong>:<\/em>&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/11\/masking-email-and-phone-number-in-sage-crm-part2\/\" target=\"_blank\" rel=\"noopener noreferrer\">Masking Email and Phone Number in SAGE CRM- Part2<\/a><\/p>\n<p>With the release of <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Sage CRM<\/a> 2017 R1, a new service named \u201c<strong>CRM QuickFind<\/strong>\u201d is introduced in Sage CRM. This service is responsible for the \u201c<strong>Quick Find<\/strong>\u201d feature available in <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Sage CRM<\/a> 2017 R1 onwards.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-20257\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/I1.jpg\" alt=\"\" width=\"1305\" height=\"398\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/I1.jpg 1305w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/I1-300x91.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/I1-768x234.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/I1-1024x312.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/I1-660x201.jpg 660w\" sizes=\"(max-width: 1305px) 100vw, 1305px\" \/>Using <strong>Quick Find<\/strong> we can search the data across all the entities in one click only.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-20256\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind1.jpg\" alt=\"\" width=\"1086\" height=\"513\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind1.jpg 1086w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind1-300x142.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind1-768x363.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind1-1024x484.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind1-660x312.jpg 660w\" sizes=\"(max-width: 1086px) 100vw, 1086px\" \/>You can view the current status of Quick Find service in \u201c<strong>Quick Find service status<\/strong>\u201d in <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Sage CRM<\/a>. Refer below screenshot for the same.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-20258\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind2.jpg\" alt=\"\" width=\"1254\" height=\"556\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind2.jpg 1254w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind2-300x133.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind2-768x341.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind2-1024x454.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/QuickFind2-660x293.jpg 660w\" sizes=\"(max-width: 1254px) 100vw, 1254px\" \/>In the above screenshot, the date and time of last indexing completed is shown in \u201c<strong>Last Quick Find index completed at<\/strong>\u201d field. Also, you can restart the Quick Find service using \u201c<strong>Restart Quick Find<\/strong>\u201d button available in above screenshot.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\nGreytrix 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<p><a href=\"http:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,&nbsp;<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>&nbsp;and&nbsp;<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class&nbsp;<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"http:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>.<\/p>\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/11\/crm-quick-find-service-with-the-launch-of-sage-crm-2017\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,131,139,140,141,152,186,187,302,332,333,360],"tags":[2999,3000,3617,3002,3619,3618],"class_list":["post-20255","post","type-post","status-publish","format-standard","hentry","category-configuration","category-email","category-escalation-rule","category-escalations","category-escalations-2","category-feature","category-indexer-service","category-indexing","category-quick-find","category-sage-crm","category-sage-crm-2017","category-service","tag-crm-quick-find","tag-crm-quick-find-and-sage-crm-tomcat-service","tag-crm-quick-find-service-with-the-launch-of-sage-crm-2017","tag-crm-quickfind-functionality","tag-quick-find","tag-quick-find-service-status"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CRM Quick Find Service with the launch of Sage CRM 2017 - 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\/09\/11\/crm-quick-find-service-with-the-launch-of-sage-crm-2017\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Quick Find Service with the launch of Sage CRM 2017 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM installer installs different types of services on the CRM application server. 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