Sage CRM 2021: Using Address, Email and Phone data in Quick Find

The Quick Find feature includes phone number and email and postal address information associated with Person and Company records.

Imagine that you miss a call while away from your desk and find that someone has stuck a post it note with the callers number. 

The number can be entered and you can find the information you need.

This allows a user to search across Person and Company information with additional relevant business information.

Please note that this does not cross into the Leads table.

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