I am evaluating Sugar for our CRM system and I really like the system, however not being able to search notes is a dealbreaker. Can someone show or tell me how to make sugar do this or if it can be done.
I am evaluating Sugar for our CRM system and I really like the system, however not being able to search notes is a dealbreaker. Can someone show or tell me how to make sugar do this or if it can be done.
I will be releasing sugarSearch this weekend that adds searching of all fields including notes and dates.
For everyone else, I will also be releasing TeamsOS 3.3b with documentation, powerProspecting for 4.5.1b, FCKEditor 4.7, SugarPrint 1.0 and several others to end the month on.
Last edited by kbrill; 2007-03-30 at 03:11 PM.
Kenneth Brill - Help Forum Moderator
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You can search for notes by going to the Activities tab and click on the Notes link in the shortcuts window. To add more fields to the Notes Advanced Search form, you can edit the layout in Studio.
Hope this helps,
Lori
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