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  • Multi-Select for non Multi-select field

    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

  • Quickly find a transaction

    Don't waste time scrolling through hundreds of transactions to locate the transaction you're looking for, whether it is to check details, or to amend the transaction. Simply use the Find option instead. For simple steps on how to use this tool - Read…

  • Add Clear Button to Custom Find List

    Does anyone know how to add a clear button to a custom Find List? example below. Thanks! Anthony

  • Creating a Codeless Search Screen on an External Database using RunBlock

    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…

  • Integrating Sage CRM with Indexing Services to enable full document search

    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…

  • Select Query Error In "Find" Function

    Hi, We have set all words "Opportunity" into "Quotation" in CRM's Translations. The problem happened when we are trying to find a quotation (opportunity) by using "Find" function in the user screen. After we selected "Quotation" (translated from Opportunity…

  • Company shows up multiple Times in company find

    has anyone seen this before? There is only 1 company record, but it shows up on the company find list multiple times. It doesn't happen to all companies.

  • Person Phone Private, Mobile and other

    I am working with a client on Sage CRM Profession Clooud. Their system is mostly made up of Person entity's not Companies. Regardless of that many of the people in the system have been entered with a private or mobile phone number and not a business phone…

  • [Solved] Keyword Search not available

    Hi The Keyword Search functionality is not available after installation of Sage CRM 7.1 SP2.3s. Keyword Search is turned on in Administration->System->Keyword Search, but is not displaying in any of the entity Find Screens, or in the Selection List…

  • Use Quick Search to find the record you need

    In Sage 50 Accounts, many of the modules feature a 'quick search' option to help you find the record you need swiftly. The following article explains how to use the search and features some tips to help you get the best results. Read more >

  • Missing search fields in Find

    In the Find area, I can no longer search by city, state, zip code. Test on both IE and Chrome. Where would I go to allow this?

*Community Hub is the new name for Sage City