{"id":22638,"date":"2019-09-20T12:29:17","date_gmt":"2019-09-20T12:29:17","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22638"},"modified":"2019-09-24T05:41:37","modified_gmt":"2019-09-24T05:41:37","slug":"3-ways-to-search-information-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/09\/20\/3-ways-to-search-information-in-sage-crm\/","title":{"rendered":"3 ways to Search Information in Sage CRM"},"content":{"rendered":"\n

Sage CRM provides an ability to store customer information within Sage CRM. Users can create Reports, Dashboards using stored information. The user can search stored information using Find\/Search screens available in Sage CRM. However, there other ways to search information within Sage CRM other than Find\/search screens.<\/p>\n\n\n\n

New stuff: <\/em><\/strong>Basic modifications to Sage CRM Layouts<\/a><\/p>\n\n\n\n

Quick Find:<\/u><\/strong>
As name suggests \u201cQuick Find\u201d allows users to search across all Primary Entities just by entering relevant keywords. This option located at the Top Sage CRM screen. Refer below screen shot. <\/p>\n\n\n\n

\"Quick<\/figure><\/div>\n\n\n\n

You can find more information on \u201cQuick Find\u201d <\/strong>at our below blog spots. <\/p>\n\n\n\n

  1. \u201cQuick Find\u201d Functionality in SAGE CRM 2018 R1<\/a><\/li>
  2. Configuring Quick Find feature in Sage CRM 2018 R2 onwards<\/a><\/li>
  3. Search using Address, Email and Phone Data in Quick Find<\/a><\/li><\/ol>\n\n\n\n

    Advanced Find:<\/u><\/strong>
    Advanced find perform complex database search across all Primary Entities. This allows user to create the search criteria repeating through various SQL joins\/condition and\/or clauses. This option located in Search screens. Refer below screen shot.<\/p>\n\n\n\n

    \"Keyword<\/figure><\/div>\n\n\n\n

    You can find more information on \u201cAdvanced Find\u201d <\/strong>at our below blog spots.<\/p>\n\n\n\n

    1. Constructing Complex Saved Searches using Advanced Find in Sage CRM<\/a><\/li>
    2. Steps to generate complex reports in Sage CRM using Advanced Find<\/a><\/li>
    3. 3 Easy Steps to Add Sage CRM Custom Entity in Advanced Find<\/a><\/li><\/ol>\n\n\n\n

      Keyword Search:<\/u><\/strong>
      This is very much similar to Quick Find. The only difference between Quick Find and Keyword search is that the user will have the choice\/option to search across the entities of his wish. User can simply select entities across which searching needs to be done. Refer below screen shot. <\/p>\n\n\n\n

      \"Advance<\/figure><\/div>\n\n\n\n

      You can find more information on \u201cKeyword Search\u201d <\/strong>at our below blog spots. <\/p>\n\n\n\n

      1. Enable Keyword Search on Sage CRM Find screen<\/a><\/li>
      2. 2 Easy Steps to Add Sage CRM Custom Entity in Keyword Search<\/a><\/li>
      3. Make your keyword search more efficient<\/a><\/li><\/ol>\n\n\n\n

        About Us<\/strong><\/span><\/p>\n\n\n\n

        Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

        Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

        Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

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

        Sage CRM provides an ability to store customer information within Sage CRM. Users can create Reports, Dashboards using stored information. The user can search stored information using Find\/Search screens available in Sage CRM. However, there other ways to search information within Sage CRM other than Find\/search screens. New stuff: Basic modifications to Sage CRM Layouts\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":[20,82,206,207,302,1],"tags":[3619],"class_list":["post-22638","post","type-post","status-publish","format-standard","hentry","category-advanced-find","category-crm-quickfind","category-keyword","category-keyword-search","category-quick-find","category-uncategorized","tag-quick-find"],"yoast_head":"\n3 ways to Search Information 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\/2019\/09\/20\/3-ways-to-search-information-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 ways to Search Information in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM provides an ability to store customer information within Sage CRM. 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