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Event Details
Tired of digging through data to find the right records? Whether you're in sales, support, or operations, knowing how to efficiently search and filter in SugarCRM can save you time and boost productivity. In this hands-on webinar, you’ll learn how to navigate Sugar like a pro—using powerful search tools and filtering techniques to surface the information you need, when you need it.
You’ll learn how to:
- Use Global Search and List View filters effectively
- Create and save custom filters for repeat use
- Combine search tools with dashboards and reports for deeper insights
- Apply best practices for organizing and finding records quickly
Perfect for both new users and seasoned pros looking to sharpen their skills, this session will help you work smarter and faster across the platform.
Instructor: Andrea Ayers
Recording date: November 20, 2025
Additional Resources
- Sugar Application Guide – Search
- Sugar Administration Guide > Configuring Global Search
- Sugar Administration Guide > Searchable Fields
- Troubleshooting Missing Search Results Help Article
- Webinar Slides
Next month's webinar: [SugarU Live Webinar] Effortless Data Management: Simplifying Importing & Exporting in Sugar
Learn more about the SugarU Live Webinar Series