BTerrell Group Blog

SageCRM Shortcut - Recent List

Posted by Meredith Gooch on Thu, Jul 15, 2010

The Recent List in SageCRM can be viewed on the top left-hand corner of your screen.

  • It allows you to quickly select and return to the company, person, opportunity, lead, case, or solution you were most recently dealing with.
SageCRM Recent List
  • You can activate it by by clicking on or hovering over the Recent button. You can define how you want to activate the list from the Preferences tab in My CRM.
  • As well as returning to a specific opportunity, case, company or person, selecting one of the recent list heading icons returns you to the corresponding find page. For example, selecting the Person heading icon, displays the person Find page. Selecting Clear, clears the list.

Tags: SageCRM, SageCRM Recent List, CRM shortcuts