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

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.

CRM Hot Key 

Selecting Alt plus the letter that is underlined performs that action. For example if the letter A is underlined on the New Appointment action button on the current screen, selecting Alt and A creates a new appointment.

The complete list of hot keys available are:

  • Alt + A: Creates a new appointment within the Calendar or Communication tab. The tabs must be in List View to use it.
  • Alt + T: Creates a new task within the Calendar or Communication tab. The tabs must be in List View to use this hot key.
  • Alt + E: Creates a new E-mail within the Calendar or Communication tab.
  • Alt + V: Switches between Calendar and List view within the Calendar or Communication tab.
  • Alt + F: Filters a list according to the criteria you specified.
  • Alt + N: Creates a new entity in the current context. For example, in the Library tab of the Company context.
  • Alt + C: Lets you exit from some screens.
  • Alt + S: Saves records.

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