{"id":20271,"date":"2018-09-11T10:36:17","date_gmt":"2018-09-11T10:36:17","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20271"},"modified":"2019-11-29T12:52:03","modified_gmt":"2019-11-29T12:52:03","slug":"configuring-quick-find-feature-in-sage-crm-2018-r2-onwards","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/11\/configuring-quick-find-feature-in-sage-crm-2018-r2-onwards\/","title":{"rendered":"Configuring Quick Find feature in Sage CRM 2018 R2 onwards"},"content":{"rendered":"<p>Quick Find in <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Sage CRM<\/a> is one step search feature which allows the users to perform a quick search within all the Primary entities of CRM. Moreover the search factor doesn\u2019t depends on any specific criteria, but it searches through all the fields of these entities be it a Simple text field, multi-line text field, email address, URL fields etc. and displays the result. It gets data from the Quick Find service which runs as a background process. Below is the blog link where you can configure the \u201c<strong>Quick Find<\/strong>\u201d in <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Sage CRM<\/a>.<\/p>\n<p><em><strong>Related Stuff:&nbsp;<\/strong><\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/11\/crm-quick-find-service-with-the-launch-of-sage-crm-2017\/\" target=\"_blank\" rel=\"noopener noreferrer\">CRM Quick Find Service with the launch of Sage CRM 2017<\/a><\/p>\n<p>This service first builds an index of all database records and then periodically updates the index to track records that have been added, updated or removed. Whenever you search any data using Quick find, you can view only 8 records as displayed in below screenshot.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-20272\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind1.jpg\" alt=\"\" width=\"1246\" height=\"787\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind1.jpg 1246w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind1-300x189.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind1-768x485.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind1-1024x647.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind1-660x417.jpg 660w\" sizes=\"(max-width: 1246px) 100vw, 1246px\" \/>What if you want to view more no. of on-screen results returned by Quick Find. Well, you can achieve the same in <strong>Sage CRM 2018 R2<\/strong>. <strong>Sage CRM 2018 R2<\/strong> has provided additional feature to maximize the number of on-screen results returned by Quick Find. Follow the below steps to do the same.<\/p>\n<p><strong>1.<\/strong> Login to <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Sage CRM<\/strong><\/a>.<br \/>\n<strong>2.<\/strong> Go to <strong>Administration -&gt; System -&gt; Quick Find -&gt; Change<\/strong>.<br \/>\n<strong>3.<\/strong> Set the maximum no. of records you want to view from selection list in <strong>\u201cMaximum number of results\u201d<\/strong> field and save.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-20273\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind2.jpg\" alt=\"\" width=\"1248\" height=\"528\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind2.jpg 1248w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind2-300x127.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind2-768x325.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind2-1024x433.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind2-660x279.jpg 660w\" sizes=\"(max-width: 1248px) 100vw, 1248px\" \/><strong>4.<\/strong> After making above changes when you search the data using Quick Find, you can see that 10 records are displayed in the result list.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-20274\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind3.jpg\" alt=\"\" width=\"1251\" height=\"752\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind3.jpg 1251w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind3-300x180.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind3-768x462.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind3-1024x616.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/09\/ConfigureQuickFind3-660x397.jpg 660w\" sizes=\"(max-width: 1251px) 100vw, 1251px\" \/><br \/>\n<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>Quick Find in Sage CRM is one step search feature which allows the users to perform a quick search within all the Primary entities of CRM. Moreover the search factor doesn\u2019t depends on any specific criteria, but it searches through all the fields of these entities be it a Simple text field, multi-line text field,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/11\/configuring-quick-find-feature-in-sage-crm-2018-r2-onwards\/\">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":[19,73,82,119,152,157,219,220,261,332,334,335],"tags":[2938,3620,2939,2999,1586],"class_list":["post-20271","post","type-post","status-publish","format-standard","hentry","category-administrator","category-configuration","category-crm-quickfind","category-display","category-feature","category-find-sage-crm","category-list","category-lists","category-notifications-sage-crm","category-sage-crm","category-sage-crm-2018","category-sage-crm-2018-crm72","tag-configuring-quick-find-feature","tag-configuring-quick-find-feature-in-sage-crm-2018-r2","tag-configuring-quick-find-feature-in-sage-crm-2018-r2-onwards","tag-crm-quick-find","tag-maximum-number-of-results"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Configuring Quick Find feature in Sage CRM 2018 R2 onwards - 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\/configuring-quick-find-feature-in-sage-crm-2018-r2-onwards\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configuring Quick Find feature in Sage CRM 2018 R2 onwards - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Quick Find in Sage CRM is one step search feature which allows the users to perform a quick search within all the Primary entities of CRM. 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