Sage CRM Hints, Tips & Tricks
Every months we will provide you with hints, tips & tricks to help you get the best out of the software we have supplied to you. This month we look at Sage CRM for 2 tips on making searches faster and more effective.
First up is a tip about the number of records dispalyed on the grid after you have made a search. The default is 10 records - you can increase this up to 25.
Tip 1 | Increase records displayed on a grid
From MyCRM select the Preferences tab:
In the main area of the page you will notice a field called Grid Size. Click on this to change it to 25.
Now press Save
When you do a search from now on you will see upto 25 records displayed.
Tip 2 | Save common searches to quickly reapeat
From any of the search screens you will see a range of icons in the top right hand corner of the page:
Fill out the filter section of the page with your common search criteria and then press:
You will get the following pop-up:
Type a name for the search and press save.
Your new search will now be on the list – when you select it the search will be invoked.