Use Search to quickly search for records in four ways.

• Using Quick Find: To perform a search across all entities at once, enter key terms in Search.
• Using Find screens: To perform a search across a particular entity, click the Search arrow and click the entity type.
• Using Advanced Find: To perform a complex database search across a particular entity, click the Search arrow and click Advanced Find.
• Using Keyword Search: To search for keywords across specified primary entities, click the Search arrow and click Keyword Search. You can include wildcard characters to search for a variety of text and characters.

Click to display a list of active notifications. Notifications are usually reminders for tasks or appointments, or system alerts set up by you or your system administrator.

• The number of notifications you have is displayed above the Notifications icon on the top bar. If the total number of notifications is greater than the number of notifications that are displayed on screen when you click the Notifications icon, you must dismiss one or more notifications to view the remaining notifications.
• Click a notification in the list to open the record, appointment, or task on the main screen.
• To dismiss a single notification reminder, click the bin icon beside the notification.
• To snooze a single notification reminder, click the clock icon beside the notification and select a snooze duration.
• To dismiss all notifications, click Dismiss all or Snooze all.
• To close the list, click elsewhere on the screen.

Click to display a list of your favorite Sage CRM records that you can access quickly. You can favorite a company, person, case, opportunity, lead, solution, communication, order, quote, or custom entity record. To add a record to this list, open the record and click the star icon beside the record page title.

• Your favorite records are grouped by entity. Click the arrow in the entity header to expand or close the list of records for that entity.
• Click a link in the list to open the record on the main screen.
• To remove a record from the list, click the star icon beside the record in the list.
• To close the list, click elsewhere on the screen.

Click to display a list of records you viewed recently. This list saves company, person, opportunity, quote, order, lead, case, solution, campaign, and group records.

• Your recent records are grouped by entity. Click the arrow in the entity header to expand or close the list of records for that entity.
• The Recent list displays a limit of 10 records per entity.
• The default maximum number of records in the list is 40. To change the maximum number of records displayed in the list, contact your system administrator.
• Click a record link in the list to open the record on the main screen.
• Click an entity logo to open the entity's Find screen.
• To clear the list, click Clear at the bottom of the list.
• To close the list, click elsewhere on the screen.