Increase Number of Records for Quick Look Screen Sage CRM

Introduction

Hello and welcome to our article on how to increase the number of records for the Quick Look Screen in Sage CRM! Sage CRM is a powerful tool that can help businesses manage customer relationships and sales. One of the features is the Quick Look Screen, which allows users to quickly view important information about a customer or prospect. However, sometimes the default number of records displayed on the screen is not enough. In this article, we will explain how to increase the number of records on the Quick Look Screen and provide helpful tips to improve your Sage CRM experience.

Sage CRM is a popular choice for businesses of all sizes because of its flexibility and ease of use. The Quick Look Screen is a convenient feature that allows users to quickly access important information about customers or prospects. However, if the default number of records displayed on the screen is not enough, it can be frustrating and time-consuming to navigate through each page. Fortunately, there are steps you can take to increase the number of records displayed on the Quick Look Screen.

In this article, we will explain how to increase the number of records on the Quick Look Screen in Sage CRM. We will also provide tips to improve your overall experience with Sage CRM, so you can get the most out of this powerful tool.

Increase Number of Records for Quick Look Screen Sage CRM: A Detailed Explanation

By default, the Quick Look Screen in Sage CRM displays a limited number of records. This can be frustrating for users who need to access more information quickly. Fortunately, there are steps you can take to increase the number of records displayed on the Quick Look Screen.

Step 1: Navigate to the System Behavior Settings

To increase the number of records displayed on the Quick Look Screen, you will need to navigate to the System Behavior Settings. To do this, follow these steps:

Step 1:	Login to Sage CRM.
Step 2:	Click on the Administration link in the top menu.
Step 3:	Select the System Behavior link.
Step 4:	Click on the Edit button to access the settings.

Step 2: Change the Number of Records Displayed

Once you have accessed the System Behavior Settings, you can change the number of records displayed on the Quick Look Screen by following these steps:

Step 1:	Scroll down to the Quick Look Screen section and find the option labeled “Maximum number of rows displayed in quick look screens”.
Step 2:	Enter the desired number of rows in the field provided.
Step 3:	Click the Save button to save your changes.

By following these steps, you can increase the number of records displayed on the Quick Look Screen in Sage CRM. This can save you time and make it easier to access important information about your customers or prospects.

Tips to Improve Your Sage CRM Experience

While increasing the number of records on the Quick Look Screen can make it easier to access important information, there are other things you can do to improve your overall experience with Sage CRM. Here are some tips:

Tip 1: Customize Your Homepage

Sage CRM allows users to customize their homepage to show the information that is most important to them. Take advantage of this feature to create a dashboard that is tailored to your needs.

Tip 2: Use Filters

Sage CRM provides powerful filtering options that can help you find the information you need quickly. Take the time to understand how to use filters effectively, and you will save time in the long run.

Tip 3: Integrate Sage CRM with Other Tools

Sage CRM can be integrated with other tools, such as Microsoft Outlook and Google Apps. By integrating these tools, you can streamline your workflow and be more productive.

Tip 4: Train Your Team

Sage CRM is a powerful tool, but it can be overwhelming for new users. Take the time to train your team on how to use Sage CRM effectively, and you will see better results.

Tip 5: Use the Mobile App

Sage CRM offers a mobile app that allows users to access important information on the go. Take advantage of this feature to stay connected with your team and customers at all times.

Tip 6: Take Advantage of Reporting

Sage CRM offers powerful reporting features that can help you analyze your sales data and make better decisions. Take the time to understand how to use these features effectively, and you will see better results.

Tip 7: Keep Your Data Clean

Sage CRM is only as good as the data it contains. Make sure to keep your data clean and up-to-date to ensure that you are making informed decisions based on accurate information.

FAQs

Q1. Can I customize the columns displayed on the Quick Look Screen?

A1. Yes, you can customize the columns displayed on the Quick Look Screen. To do this, follow these steps:

Step 1:	Login to Sage CRM.
Step 2:	Navigate to the entity you want to customize.
Step 3:	Click on the Edit Columns button.
Step 4:	Select the columns you want to display and click the Save button to save your changes.

Q2. Is there a limit to the number of records I can display on the Quick Look Screen?

A2. Yes, there is a limit to the number of records you can display on the Quick Look Screen. However, you can increase this limit by following the steps outlined in this article.

Q3. Can I apply filters to the Quick Look Screen?

A3. Yes, you can apply filters to the Quick Look Screen. To do this, follow these steps:

Step 1:	Click on the Filter button.
Step 2:	Select the field you want to filter by.
Step 3:	Enter the filter criteria and click the Apply button.

Q4. Can I export the data displayed on the Quick Look Screen?

A4. Yes, you can export the data displayed on the Quick Look Screen. To do this, follow these steps:

Step 1:	Select the records you want to export.
Step 2:	Click on the Export button.
Step 3:	Select the format you want to export the data in and click the Export button.

Q5. Can I sort the data displayed on the Quick Look Screen?

A5. Yes, you can sort the data displayed on the Quick Look Screen. To do this, click on the column header you want to sort by. Clicking once will sort the data in ascending order, and clicking twice will sort the data in descending order.

Q6. Can I customize the Quick Look Screen for different entities?

A6. Yes, you can customize the Quick Look Screen for different entities. To do this, follow these steps:

Step 1:	Login to Sage CRM.
Step 2:	Navigate to the entity you want to customize.
Step 3:	Click on the Quick Look Screen link.
Step 4:	Customize the Quick Look Screen as desired and click the Save button to save your changes.

Q7. Can I restore the default settings for the Quick Look Screen?

A7. Yes, you can restore the default settings for the Quick Look Screen. To do this, follow these steps:

Step 1:	Login to Sage CRM.
Step 2:	Click on the Administration link in the top menu.
Step 3:	Select the System Behavior link.
Step 4:	Click on the Restore Defaults button to restore the default settings.

Conclusion

Increasing the number of records on the Quick Look Screen in Sage CRM is a simple but effective way to save time and improve productivity. In this article, we have provided step-by-step instructions on how to increase the number of records displayed on the Quick Look Screen, as well as helpful tips to improve your overall experience with Sage CRM. By following these tips, you can get the most out of this powerful tool and take your customer relationship management to the next level.

So what are you waiting for? Log in to Sage CRM and start customizing your Quick Look Screen today!

Closing Disclaimer

The information provided in this article is intended for educational purposes only. The trademarks and product names of Sage CRM and other companies mentioned in this article are the property of their respective owners. The author and publisher of this article do not claim any ownership or endorsement of these companies or their products. Use of any product or company name in this article is not intended to suggest endorsement or affiliation with that company. The author and publisher of this article are not responsible for any errors or omissions in the information provided, or for any actions taken in reliance on this information.