Sage CRM

Is it possible to display additional information such as the country, city, etc. of a company's primary address to better identify the record being searched? Thanks in advance for your efforts and answers. Many greetings, Thomas

Hi Over the years CRM has given many ways to search for data in CRM and for the most part, the standard find screens do the job. However, the quick find is a nice simple interface, but I get support calls about it all the time where people think they…

Is there a way to get the Sage 300 customer number (IDCUST) to show in the quick search results drop down so reps here know which account it is? Sage CRM 2021 R1 integrated with Sage 300 2021 R2.

Is it possible to change which field is used for the quickfind results list? I have a custom entity and the quickfind results all say <No value set> in the results list. Clicking an item in the results finds a record with the searched for text, so it…

Hi All, I m trying to search an opportunity in Quickfind. It is not listing on result even though I checked opportunity in Administration -> System -> QuickFind. Cases and Company are listing. Unfortunately opportunity and persons are not showing on…

Quick Find is using up to 95% of CPU every time it tries to update index. Found the following in the QuickFind Log. Has anyone seen this? I have rebuilt the core and removed any custom entities from search. ERROR [taskScheduler-1]: 19-Jun-2019 03:01…

The Control Center, the calendar and the quick search function only work directly on the CRM server of a customer system that has been set up anew. At all clients these functions are disturbed / not available. What could be the reason? The logfiles show…

Hello, after an upgrade to 2018R3 not all persones are indexed by quickfind. I've tried this solution: http://help.sagecrm.com/on_premise/en/2017R2/troubleshooting/Content/Troubleshooting/TS_RecreatingQuickFindIndex.htm But with the same result…

We have too many people with the same first and last name, for people I need another field like Pers_EmailAddress. I want the following output <pers_firstname> <pers_lastname> <Pers_EmailAddress> How or where can I customize this. Can I get information…

It's about removing main entities from QuickFind. Is it possible?

Hi, We are using Sage CRM 2017 R1, and am currently facing issue with Quick Find. Not able to search anything, it says Please contact your system administrator. Tried restarting Indexer Service and QuickFind Service. Please help. Thanks Anna…