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Quick Tips Filtering and Saving Searches in the Sugar List View
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  • +Sugar Market
  • -Sugar Sell, Serve, Enterprise, and Professional
    • Improvements for Administering Multilingual Sugar Instances
    • Updates to the Sugar Admin Page
    • Send Scheduled Report as CSV
    • Affecting User Access Rights & Permissions Using Sugar Logic
    • Drag and Drop Images Into the Email Composer
    • Upload Attachments Directly to Cases with the New Attachments Field
    • Double-click for Inline Editing in Sugar
    • Action Button Example Use Cases
    • Filtering and Saving Searches in the Sugar List View
    • New Case Detail Drawer in the Sugar Serve Service Console
    • Using Tile View in Sugar
    • Reordering Subpanels in Sugar
    • Updates to Dashlets and Dashboards in Recent Sugar Releases
    • Testing Call Recordings and Transcripts in SugarLive
    • Locating Records Assigned to Inactive Sugar Users
    • Using Focus Drawers in Sugar
    • Filtering Attachment Notes in SugarBPM
    • Attaching Multiple Attachments to Notes
    • Best Practices When Building Custom Modules
    • Making Straight Lines in SugarBPM
    • Receive Emails When Mentioned in Sugar
    • The Collaboration Benefits of Using the Activity Stream
    • Understanding Relationships Versus Relate Fields
    • Keyboard Shortcuts in Sugar
    • Tips for Personalizing Your View of Sugar
    • Testing Email Settings in Sugar
    • Tile View in Sugar
    • Using Sugar's Sweet Spot
  • +Sugar Connect
  • +Sugar Mobile
  • Using Hint to Add Avatars and Logos to Records
  • SugarConnected sessions available on-demand
  • Staying up-to-date on Sugar's release updates
  • Setting Your Time Zone in SugarClub
  • Add Your Metric Field Last in Sugar Discover
  • Sugar Glossary

Filtering and Saving Searches in the Sugar List View

Searching in Sugar can be an extremely powerful tool, even more so when used to its full capabilities. Searching the list view by specific fields can help you significantly narrow down your results. Even better, you can also save those searches to quickly and easily access them next time, instead of spending time rebuilding all of the filters! 

To learn more, take a look at the quick video, Filtering in the Module List View in Sell, available in the Quick Videos & Learning Resources section of the Training & Certification group.

More information is also available in the User Interface section of the Application Guides.

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