Browse By Tags

  • 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…

  • 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…

  • 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 >

*Community Hub is the new name for Sage City