Sage CRM 2018 R3: Using Address, Email and Phone data in Quick Find

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Sage CRM 2018 R3: Using Address, Email and Phone data in Quick Find

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The Quick Find feature has been extended to include phone number and email and postal address information associated with Person and Company records.

Imagine that you miss a call while away from your desk.

The number can be entered and you can find the information you need.

This allows a user to search across Person and Company information with additional relevant business information.

Please note that this does not cross into the Leads table.

Comments
  • Hi Jeff,

    Does it search for the email, phone and address of the vsearchlistperson/vsearchlistcompany? Or does it search also for all linked addresses and mobile phone?