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  • Search Issue on multiple fields within the COmpany entity

    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…

  • CRM Community - Search

    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…

  • How to return DISTINCT results in search list

    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…

  • SOLVED - Communications Preview Window

    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

    "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…

  • 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…

  • Time for Reindexing

    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…

  • Person showing under company "people" tab but not in main search?

    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…

  • SOLVED - How do you search for NULL values using Advanced Find

    We have a requirment to setup advanced search on a text find with a NULL value Sage CRM 7.1 does not apear to search for NULL

  • Integer type field in Mobile

    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…

  • 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 >

  • V12 Filter for data search filter for results

    In prior version, after a search, you could narrow the results with this box. I can't seem to get this to pop up in V12. In V11 it is toggled with the normal toggle panel keys like ESC+F11 but there is no right panel in V12 (see pin / unpin). Is there…

  • Rapid Purchase Invoice - Search by Supplier Name

    On Rapid Purchase Invoice Entry Not a lot of Clients will know their Suppliers Account Codes off hand So would be great to have an option to be able to look/search up Supplier by Name or Short Name

  • Add more search criteria to product search

    The product search filter does not allow all fields to be used as criteria. For example, the 3 custom fields for products cannot be used in the product search criteria screen. Please can you add these in? Also, can you allow more conditions to the search…

  • The ability to use a 'reported in' column to search the known issues list:

    The ability to use a 'reported in' column to search the known issues list. For example, reported in 'VERSION NUMBER' onwards or between or from or to.

  • Searching for a product using product description from within an invoice

    I am trying to search for a product using product description from within an invoice. If a filter is applied to search on description only it requires an answer to “equal to” or “not equal to”. Would it be possible to add the filter criteria â…

  • Outlook v's Sage Instant Accounts

    Since the issue with being unable to email invoices from Sage after the recent Windows update, I have to use both systems as the administrator, which is fine here. My problem now is that outlook won't let me search for emails now i'm running as administrator…

  • Business Debtor Search - to which expense account should this go?

    We have run a business debtor search at a local registry office to see if one of our clients has any writs or liens, and I am wondering about which is the best account to put this expense to (the cost was only $24.00). Probably " 5700 Office Supplies…

  • Finding the correct invoice for credit memos and payments

    We have hundreds of invoices for one vendor, and get several credit memos from the vendor a month to apply to various invoices. We need a simpler way to find the invoice to apply credit memos to. The invoice numbers are not always in numerical order,…

  • Search and Replace - Inventory Item Description and Extended Descriptions

    We have over 2,600 Item Codes in Inventory. Looking for a "tool" or method to perform a "search and replace" of portions of the Item Description and Extended Description fields. Any suggestions?

  • Searching for suppliers/products/customers without hitting the magnifying glass

    I am trying to find a way to reduce the number of clicks it takes to find the correct product/customer/supplier. Right now we have to hit the magnifying glass to pull up another window. We use a system generated number for the primary key. Can you direct…

  • Search of a line item using the kDISPLAY index fails

    Hello, Our Sage 100 integration fails with some customers, when it searches for a shipping entry item by kDISPLAY index (InvoiceNo:LineSeqNo:LineKey). I have put together a simple VBscript replicating the problem. It works without any problem with…

  • Search filter - save default to contains rather than starts with

    Hi Every client of our requests that when using Search fields on the left list they would like the default to be "contains" instead of "start with", or at least the setting to be saved once selected once. I am fairly certain this has been asked…

  • RE: Vendor acquired by another company, should the vendor name be changed or a new vendor created?

    The Search capability is highly useful, I use it frequently. Unfortunately it is poorly documented: "In the Home window toolbar, enter text in the search box, and then click the Search button to produce a report that lists records and transactions…

  • Search Field to modify, remove, etc and Bypass Search Field

    Can someone explain what the option Bypass Search Field does? I have tried to use it but don't see any difference. Second. In the search box to modify as an example. I have to keep tabbing to the search box field. Should or can this be automatic. I…

*Community Hub is the new name for Sage City