Get link | About Sage CRM editions

You are here: Solutions > Finding solutions

Finding solutions

  1. Right-click or hover over the Find menu button, and click Solution from the pop out list.
  2. Enter a keyword in Description or Details. For example, Excel.
  3. Select Contains. A search is performed for all solutions containing this keyword. Add more search criteria to narrow the results of the search even further.
  4. You can use the % wildcard to turn the search into a "contains" search.
  5. Click Find. A list of all solutions meeting your search criteria is displayed.
  6. Click the Solution you want to review. The Solution Summary page is displayed.

See Also:

Viewing solutions

Adding a new solution

Wild card search