x Want to participate? Join the group to interact
  • State Not Answered
  • Replies 2 replies
  • Subscribers 76 subscribers
  • Views 337 views
  • Users 0 members are here
Browse Forums
Announcements
105
topics
32
replies
General Discussion
6k
topics
18k
replies
Nicholas Cleere

Sage CRM - New 'Company' not showing in search

Posted By

I'm new to Sage CRM and would like some help.

I've added a new Company to Sage CRM but when I do a 'Company' search it doesn't appear. However, it appears under a Person search. I double checked that I had entered the new record under 'Company' and not 'Person'. I don't want the record in Sage 200 as its a 'Prospect'. Has anyone got any ideas what I'm doing wrong.

Thank you

Parents
  • 0

    If you're using the standard search screen then the search is done based on the view rather than search indexes. If your company is called "My big company", then try putting "%big%" in the company name search box (without the quotes) which will search for any company with "big" in it's name.

Reply
  • 0

    If you're using the standard search screen then the search is done based on the view rather than search indexes. If your company is called "My big company", then try putting "%big%" in the company name search box (without the quotes) which will search for any company with "big" in it's name.

Children
No Data

*Community Hub is the new name for Sage City