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.'

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

SageCRM Shortcut - Hot Keys

Posted by Meredith Gooch on Mon, Jul 05, 2010

If you like working with your keyboard, a number of hot keys are available to make it quicker and easier for you to perform certain tasks in the system. Different hot keys are available in different CRM screens. You can identify the availability of a hot key when you see that the a letter on the action button name is underlined.

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Tags: SageCRM shortcut, Sage CRM shortcut, SageCRM hot key, sage crm hot key