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Is there any way to have a multi-select option (red example) in a find screen for a non multi-select field (yellow)? As per the example below.
Thanks! Anthony
We are having an issue where users are copying data from another source like excel and pasting it into the search but there is an extra space at the end of the string, so the search results show 0 results. For example a user will paste '[email protected]…
A customer had a business requirement to be able to search for people and filtering them by either their business or home address.
When an address is entered into the system for a person a user can specify the type of address as can be seen in the screen…
RunBlock is one of the most useful ways of extending Sage CRM. It is a pure meta data driven approach and can allow us to swiftly create new screens that list and present data from within Sage CRM and from external databases that have been linked in meta…
The screen below shows the default company search screen. You can see that a user can search for "Inactive" companies.
But...
A customer might have the need to stop users from including "Inactive" companies in their searches.
The companies should…
If you find that your Indexing Server (Keyword Search) stops for any reason you may find that you get a message that looks like this:
The CRM search index service has not been run since 21/12/20XX. Please verify that the index service is configured…
Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library.
As you can see from the screen shot displayed below, it is possible to…
Hi.
I'm hoping someone can help me with this search issue.
I have created 6 new fields within the Company entity. All fields are created the same except for the column name being different. I also have all fields pointing to the same Lookup Family…
Can anyone direct me to the Search function to Search just the community site on this new sagecrm community web interface?
There is a "Custom Google Search" option which I don't have a need for as it searches the entire internet. I only need to search…
Hey guys,
I have a client where we created a Practice Entity and a Staff Entity. There are multiple Staff records associated to a Practice. So I wrote a view that shows the relationship and I use that view for the Practice Search Screen. The client…
Hi All,
Is it possible to create a screen that contains a list / grid (communications) and a preview window, a view similar to Outlook or any other email applications where you can select an email and preview before opening it?
At present users use…
"Phantom" duplicates in system
Thread created by Debbie
Has anyone heard of duplicates being generated in CRM based upon the following (or similar) scenario.
Sage CRM 7.1 is integrated with Sage 100 Advanced ERP 2013.
When we run a find, we get…
Hi,
Here's requirement I got
- Select Find to search for company (result as below pic)
- Select first searched result to display company summary screen
- Add 'Next' button on company summary screen which will allow to navigate to next searched…
What is the typical time it takes for re-indexing? We are having issues with Keyword Search (other searches work fine) and have been told that it could be because the system is re-indexing. It has been over 2 hours - in the middle of the business day…
Hi
Can someone please help me. I have a problem in that a person exists if I go into the company and click on the people tab, but the individual person doesn't show up when I do a search? Any ideas as to why this could be and how I can fix it, other…
We have an integer field on Case entity, called Case Counter. We have put this on Search Case screen as well so that users can enter a specific value in it and based on that retrieve the case record. Users have option to search 'Equal To', 'Gretaer Than…
When we create an opportunity, we go to the Person field first on the opportunity screen to determine what account they are calling about. This is because one person may be associated with multiple accounts. Anyway, we modified the dropdown box you see…
