Using Quick Find

You can enter key terms in Search on the top bar to search all company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records at once.

For example, a search for european software services returns all records containing the words european + software + services in any text field, email field, or URL field. The words can appear in any order within a record and across more than one field.

You can also search for records with particular phone numbers. To do so, enter the phone number you want to find or its part. Do not enter any words.

Quick Find is particularly useful for users who need to access Sage CRM information quickly. For example, a customer support user who's on the phone to a customer and needs to reference a specific case record.

• Press Ctrl + s to jump to Search.
• The search starts after you enter two letters in Search. Each additional character that you enter refines the search results.
• The maximum number of returned records depends on the settings configured by your system administrator.
• If all description fields on a returned record are blank, <No value set> is displayed in the search results. You can still click the record link to open the summary screen of the record.
• Use the up and down arrows and Enter to select a returned record.
• When you click a returned record link, the summary screen of that record is displayed.