Sage CRM 6.1 - Advanced Find

By Enabliser Nathalie

Sage CRM 6.1 - Advanced Find
There are several ways to access the Advanced Find function, the easiest is to simply right-click on Find and then select Advanced Find.
Once in the Advanced Find screen
Select the entity that you wish to search on, i.e. Case or Company.

Next select the field that you wish to search on and click the add button
Once a field has been selected, choose the operator that you wish to use, and then the value
If you wish to add another field, select a value from the And/Or drop down box and then select the next field.
Using the () you can create even more detailed selection criteria

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