Sage Software 5.8 ユーザーズマニュアル

Finding Information 

This section explains how to perform a basic search and gives some examples of 
how to find specific information. 

 

 

 

 

 

1.  Click on the Find menu button. 

2.  Select the item you want to search for from the context list. Options 

available are Company, Person, Case, Opportunity, and Lead. 

3.  Type in one or more search criteria if you want to. 

4.  Click on the Find action button to start the search. 

5.  Click on any one of the hyperlinks to drill down on the customer 

information. If you get a long list of results that span over several pages, 
you can jump to the page number you want by entering the page number in 
the Go to page field and pressing the Go arrow. 

 

Go Arrow 

Note: The Find menu button is at the top of the screen, the Find action 
button is in the context area of the screen.  

1.  Click on the Find menu button, and select Person from the list in the context 

area. 

The Person Search page is displayed. 

2.  Type Bill in the First field, and click the Find action button. 

3–4    Sage CRM