{"id":21236,"date":"2018-12-29T09:58:01","date_gmt":"2018-12-29T09:58:01","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=21236"},"modified":"2018-12-29T09:58:01","modified_gmt":"2018-12-29T09:58:01","slug":"constructing-saved-searches-from-search-screens-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/12\/29\/constructing-saved-searches-from-search-screens-in-sage-crm\/","title":{"rendered":"Constructing Saved Searches from Search Screens in Sage CRM"},"content":{"rendered":"

Saved search is a feature in Sage CRM that used for searching record with predefined search criteria\u2019s. It also reduces the time consumption of defining the search criteria every time user logs in into the system.<\/p>\n

Saved search can be created from Search Screens as well as from Advanced Find screens.<\/p>\n

New Stuff:\u00a0<\/em><\/strong>Duration column in Tracking tabs within Sage CRM<\/a><\/span><\/p>\n

By default there are predefined saved searches available in Sage CRM for few of the entities that are listed below.<\/p>\n

    \n
  1. Lead \u2013 My Leads In Progress
    \n<\/strong>List downs the leads that are In Progress and assigned to the logged in Sage CRM user.<\/li>\n
  2. Company \u2013 My Companies
    \n<\/strong>List down the list of companies whose Account Manager is currently logged in Sage CRM.<\/li>\n
  3. Person \u2013 My people
    \n<\/strong>List down the list of persons whose Account Manager is currently logged in Sage CRM.<\/li>\n
  4. Opportunities \u2013 My Opportunities In Progress
    \n<\/strong>List downs the Opportunities that are In Progress and assigned to the logged in Sage CRM user.<\/li>\n
  5. Cases \u2013 My Cases In Progress
    \n<\/strong>List downs the Cases that are In Progress and assigned to the logged in Sage CRM user.<\/li>\n<\/ol>\n

    You can also create custom saved searches. Suppose you need to list down opportunities that are at Proposal Submitted stage and are In Progress for some specific territories. This can be created by following below steps.<\/p>\n

      \n
    1. Go to Opportunity Search screen in Sage CRM.<\/li>\n
    2. Set the search criteria on below fields. Refer screenshot.\n
        \n
      1. Stage =Proposal submitted<\/li>\n
      2. Status = In progress<\/li>\n
      3. Territory = Texas<\/li>\n<\/ol>\n<\/li>\n
      4. Click on Find button.\"Find<\/li>\n
      5. On click of the\u00a0\"\"icon, to create your Saved Search list. Refer below screenshot.
        \n\"Save<\/li>\n
      6. Your Saved Search will be listed into below highlighted list.
        \n\"Saved<\/li>\n<\/ol>\n

        Next time whenever you go to opportunity find screen you can just simply select the saved search in order to find records instead of selecting the search criteria\u2019s.<\/p>\n

        About Us<\/strong>
        \n        Greytrix<\/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":"

        Saved search is a feature in Sage CRM that used for searching record with predefined search criteria\u2019s. It also reduces the time consumption of defining the search criteria every time user logs in into the system. Saved search can be created from Search Screens as well as from Advanced Find screens. New Stuff:\u00a0Duration column in\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[157,350],"tags":[],"class_list":["post-21236","post","type-post","status-publish","format-standard","hentry","category-find-sage-crm","category-saved-search"],"yoast_head":"\nConstructing Saved Searches from Search Screens in Sage CRM - 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\/12\/29\/constructing-saved-searches-from-search-screens-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Constructing Saved Searches from Search Screens in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Saved search is a feature in Sage CRM that used for searching record with predefined search criteria\u2019s. 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