{"id":30642,"date":"2026-10-30T11:44:32","date_gmt":"2026-10-30T11:44:32","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=30642"},"modified":"2026-10-30T11:44:35","modified_gmt":"2026-10-30T11:44:35","slug":"gumu-for-sage-crm-sage-300-save-search-filter-functionality-in-item-history","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/30\/gumu-for-sage-crm-sage-300-save-search-filter-functionality-in-item-history\/","title":{"rendered":"GUMU&#x2122; for Sage CRM \u2013 Sage 300: Save Search Filter Functionality in Item History"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">GUMU&#x2122; for Sage CRM \u2013 Sage 300 provides real-time, bi-directional integration between Sage CRM and Sage 300. To further enhance the user experience, Greytrix has introduced the <strong>Save Search Filter<\/strong> functionality in the Item History tab under the Find context in Sage CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This enhancement automatically retains the search filters applied by individual users. When users navigate to another screen and return to Item History, their previously selected filter values are restored, allowing them to continue their searches without repeatedly entering the same criteria.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Save Search Filter Functionality in Item History<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Item History tab allows Sage CRM users to search and view item-related transaction details using multiple filter criteria.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With the Save Search Filter enhancement, the system automatically saves the last applied filter values for each individual user.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Users can apply filters such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Company Code<\/li>\n\n\n\n<li>Item Code<\/li>\n\n\n\n<li>Customer Number<\/li>\n\n\n\n<li>Invoice Number<\/li>\n\n\n\n<li>Salesperson<\/li>\n\n\n\n<li>Product Family<\/li>\n\n\n\n<li>Invoice Date<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Once users click the <strong>Filter<\/strong> option, Sage CRM displays the matching item history records and retains the selected search criteria.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If users navigate to another screen and subsequently return to the Item History tab, the previously applied filters are automatically populated, and the corresponding records are displayed.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"361\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/img1-1024x361.jpg\" alt=\"\" class=\"wp-image-30643\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/img1-1024x361.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/img1-300x106.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/img1-767x270.jpg 767w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/img1-660x232.jpg 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/img1-1536x541.jpg 1536w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/10\/img1.png 1908w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">How Does It Work?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Save Search Filter functionality follows a simple workflow:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Navigate to Item History:<\/strong> Log in to Sage CRM, navigate to the Find context, and open the Item History tab.<\/li>\n\n\n\n<li><strong>Apply Search Filters:<\/strong> Select the required criteria, such as Company Code, Customer Number, Item Code, Invoice Number, Invoice Date, Salesperson, or Product Family.<\/li>\n\n\n\n<li><strong>Retrieve Item History Records:<\/strong> Click the Filter option to display records matching the selected criteria.<\/li>\n\n\n\n<li><strong>Navigate to Another Screen:<\/strong> Move to any other screen or section within Sage CRM.<\/li>\n\n\n\n<li><strong>Return to Item History:<\/strong> Navigate back to the Find context and reopen the Item History tab.<\/li>\n\n\n\n<li><strong>Automatic Filter Restoration:<\/strong> The system automatically restores the previously applied filter values for that particular user and displays the corresponding item history records.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Users can therefore continue their previous search activities without manually configuring the filters again.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Benefits of Save Search Filter Functionality<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This enhancement offers several advantages:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>User-Specific Preferences:<\/strong> Each user has their own saved search filter preferences.<\/li>\n\n\n\n<li><strong>Automatic Filter Restoration:<\/strong> Previously applied filter values are automatically populated when users revisit Item History.<\/li>\n\n\n\n<li><strong>Reduced Manual Effort:<\/strong> Users do not need to repeatedly enter the same search criteria.<\/li>\n\n\n\n<li><strong>Improved Productivity:<\/strong> Users can quickly access relevant item history records and continue their previous searches.<\/li>\n\n\n\n<li><strong>Consistent User Experience:<\/strong> Search preferences are retained while navigating between different Sage CRM screens.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">With the Save Search Filter functionality, Greytrix continues to enhance the usability of GUMU&#x2122; for Sage CRM \u2013 Sage 300, simplifying access to item history information and reducing repetitive user activities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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<p class=\"wp-block-paragraph\">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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; 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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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>GUMU&#x2122; for Sage CRM \u2013 Sage 300 provides real-time, bi-directional integration between Sage CRM and Sage 300. To further enhance the user experience, Greytrix has introduced the Save Search Filter functionality in the Item History tab under the Find context in Sage CRM. This enhancement automatically retains the search filters applied by individual users. When\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/10\/30\/gumu-for-sage-crm-sage-300-save-search-filter-functionality-in-item-history\/\">Read More: GUMU&#x2122; for Sage CRM \u2013 Sage 300: Save Search Filter\u2026 &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4206,192,327,328,332],"tags":[1258,1435,1980,1981,1983,2010],"class_list":["post-30642","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-300","category-sage-300-erp","category-sage-crm","tag-gumu-integration","tag-integration","tag-sage-300","tag-sage-300-add-ons","tag-sage-300-erp","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GUMU&#x2122; for Sage CRM \u2013 Sage 300: Save Search Filter Functionality in Item History - 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\/2026\/10\/30\/gumu-for-sage-crm-sage-300-save-search-filter-functionality-in-item-history\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GUMU&#x2122; for Sage CRM \u2013 Sage 300: Save Search Filter Functionality in Item History - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU&#x2122; for Sage CRM \u2013 Sage 300 provides real-time, bi-directional integration between Sage CRM and Sage 300. To further enhance the user experience, Greytrix has introduced the Save Search Filter functionality in the Item History tab under the Find context in Sage CRM. This enhancement automatically retains the search filters applied by individual users. 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