Open topic with navigation
Get link | About Sage CRM editions
Recent list
Use the Recent list to quickly find and return to the record you were most recently dealing with.
- To display the Recent list, click or hover over Recent on the top left-hand corner of your screen. You can define how to open the list from My CRM | Preferences.
-
Company, Person, Opportunity, Quote, Order, Lead, Case, Solution, Campaign, and Group records are saved in the Recent list.
- Click a record name to open it in the main area of Sage CRM.
- To resize the number of records in your Recent list, contact your System Administrator. The default maximum size is 40 records.
As well as returning to a specific record, selecting one of the Recent list heading icons returns you to the corresponding Find screen. For example, click the Person heading icon to display the Person Find screen. Click the Groups heading to go to My CRM | Groups.
See Also:
Basic screen elements
Open topic with navigation
Sage CRM user assistance PDFs
