Quick Search – Accelerator for Sage CRM

You are probably not using this enough but we think it’s one of the best tools for navigating around Sage CRM. In this 1-minute video, Arline Welty shows you how it’s done. Check out the Quick Search – Accelerator for Sage CRM.

We tend to use this Quick Search feature when looking up people and companies quickly. It can also be easily customized- for example, some people find it’s easier to use when they can search by Sage 300 ERP Customer Number. That’s possible as well!