Display List of Persons in MY CRM with Filtration criteria on Title Code & Status.

By | July 4, 2008

Description:
You can use the standard Person Search screen to find the persons in the Sage CRM.
Now want to display list of persons from MY CRM with filtration criteria on Title Code & Status field!!!

Solution:
We have a new Tab under My CRM where we will have the filtration criteria for Title Code& Status field. Based on the values selected from these fields, the person will be listed.