BTerrell Group Blog

SageCRM Shortcut - Wild Card Searches

Posted by Meredith Gooch on Thu, Aug 05, 2010

You can use the wild card search in on any field on the search screen in SageCRM. This example uses the wild card with the Company Name field. The wild card in CRM is the "%" symbol. The % wild card means 'contains the value.'

To search using a wild card:

  1. Select the Find menu button.
  2. In the company or person context type, for example, %software in the Company Name field and select the Find action button.

SageCRM Wild Card

All companies containing the word "software" are returned from this search.

Tags: SageCRM shortcut, Sage CRM shortcut, SageCRM wildcard, SageCRM search tip, Sage CRM search tip