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SugarCRM Tip – Customizing the List View with the Advanced Search

Written By: Cliff Ford on July 15, 2011 No Comment

Advanced Search within SugarCRM 6

Our team has discovered that CRM system users frequently need to view the same, customized search results each morning when they initially log in to the system. This becomes their so-called “hot list”, “new opportunities” or “top 10 list”. And these system users quickly get frustrated with limitations of many “memorized searches“. Either the user cannot save his search or he cannot manipulate and save the selected columns and sorts.

So here’s one of SugarCRM’s top features – the Advanced Search. Not only can users save the search criteria under a specific name, they can also choose specific columns to be visible for that search.

For example, if users want to find every contact that contains the letter “A” in the first name as well as in the “Last Name”, they can simply type “%A” in both fields. Tip: the Percent Sign is the wildcard character for SugarCRM (as well as other SQL databases).

Then save this under a specific name, for example, “G in First and Last”.

Then choose which columns to display or hide – thus customizing the field view for this specific search.

And on top of all this, you are able to save as many of these searches as you like!

If you would like to search for all contacts that are either In Process or Assigned, simply hold down the Control button on your keyboard as you select these multiple options.

Then save the search and check out the  results!

Do you need to add criteria such as searching within ANY Address, Phone or Email field? No worries. SugarCRM has the “ANY” field search feature ready for you to use.

Now that you’ve got all your columns and criteria figured out, you only need to sort the columns. Just select the field, select ascending or descending and save the Advanced Search. Then each morning when you pull up this search, it will look exactly the way you want it to!

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About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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