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  • 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…
  • Sage CRM 7.2 - Displaying searched company record without go back to Find screen

    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…