{"id":20670,"date":"2018-10-10T05:39:47","date_gmt":"2018-10-10T05:39:47","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20670"},"modified":"2018-11-02T09:08:57","modified_gmt":"2018-11-02T09:08:57","slug":"search-using-address-email-and-phone-data-in-quick-find","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/10\/10\/search-using-address-email-and-phone-data-in-quick-find\/","title":{"rendered":"Search using Address, Email and Phone Data in Quick Find"},"content":{"rendered":"

Among all of the changes and updates into Sage CRM 2017, the inclusion of quick search feature has been the highly praised featured by users. It allows CRM users to search data in no time. This feature has helped users to reduce navigation time and enhance their work efficiency.<\/p>\n

Quick search box option is available on the upper right of Sage CRM screen. User can search for records by typing the key words and this feature automatically searches for the matching data. In earlier version this feature was limited to company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records.<\/p>\n

New Stuff<\/em>:Create Communication while uploading document in Sage CRM<\/a><\/span><\/p>\n

Now in this blog we are going to discuss the extended features of Quick Find in Sage CRM 2018 R3.<\/p>\n

In Sage CRM 2018 R3, Users can also search for Address, Email and Phone data in Quick Find search box. This feature is extended to include phone number, email and address information related with Company and Person records.<\/p>\n

Let\u2019s say you have piece of address information or email address in your mind and you needed to get Company or Person information out of that, you can simply put the information on quick search box and in return in no time you will get the required information on screen.
\n\"quick
\nUser can also navigate to summary view of the record by clicking on the hyperlink from the available matching records listed.
\n\"hyperlink
\nAbout 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 Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage 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":"

Among all of the changes and updates into Sage CRM 2017, the inclusion of quick search feature has been the highly praised featured by users. It allows CRM users to search data in no time. This feature has helped users to reduce navigation time and enhance their work efficiency. Quick search box option is available\u2026 Read More »<\/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":[82,83,177,333,334,335,336,337,338,342,406],"tags":[],"class_list":["post-20670","post","type-post","status-publish","format-standard","hentry","category-crm-quickfind","category-crm72","category-hyperlink","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm7-3","category-top-content-sage-crm"],"yoast_head":"\nSearch using Address, Email and Phone Data in Quick Find - 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\/10\/10\/search-using-address-email-and-phone-data-in-quick-find\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Search using Address, Email and Phone Data in Quick Find - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Among all of the changes and updates into Sage CRM 2017, the inclusion of quick search feature has been the highly praised featured by users. 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