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Advanced Search Select

A small magnifying glass displayed next to a down-pointing arrow indicates an Advanced Search Select field. For example, the magnifying glass and arrow are displayed for the Wave Activity field on the New Lead page.

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Name

Advanced Search Select field.

Use the Advanced Search Select icon to search for records in Sage CRM. Type a few letters, click the icon, and search matches are displayed beneath the field.

Advanced Search Select results

Click a matching record to fill in the text box. If only one match is found, the text box is automatically filled in. Alternatively, click the arrow beside the magnifying glass to search using a standard Search screen or to clear the current search.

Once you've linked a record to the Advanced Search Select field, you can jump to the summary page of that record.