Search Select Advanced

The Search Select Advanced button () indicates a Search Select Advanced field. Use this button to search for records. For example, this button is displayed next to the Wave Activity field on the New Lead page.

Use the Search Select Advanced button to search for records in Sage CRM. Type a few letters in the text box next to the button, click the magnifying glass, and search matches are displayed beneath the field:

To fill in the text box, click a matching record. If only one match is found, the text box is automatically filled in. Alternatively, click the down arrow beside the magnifying glass to search using a standard Search screen or to clear the current search.

Once you've linked a record to the Search Select Advanced field, you can open the summary page of that record:

• To display the record's Summary page within the context of the entity, hold down Ctrl, and click the record.
• To display the record's Summary page in a pop-up window, double-click the record.