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Pop out list or menu button with context area
You can initiate a search by:
- Activating the Find Pop Out List. To do this, either right-click or hover over the Find menu button, and select the type of search you want to carry out. For example, Person, Case, Sales Opportunity, or Communication.
- Selecting the Find menu button. To do this, click the Find menu button, then select the type of search you want to carry out from the context area of the screen.
You may find it faster to use the Menu Button method if the context of your search is the same as the last search that you carried out. If the context of your search is different from your last one, you may find the Pop Out List method easier.
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Sage CRM user assistance PDFs
