Search, Filters and Tagging

Sugar makes finding the information you need easy so that you can spend more time acting on information and less time looking for information.

Start Your Free Trial Watch a Demo

Search, Filters and Tagging

Tablet image

Perform Global Search, use Filters and Tag records to find information fast no matter where it is located.

Users can perform a Global Search or Search at a module’s list view or record view.

Global Search lets users search on select fields and across Modules. With Sugar’s Quick View, you’ll get a preview of search results without leaving the page. View all search results in a separate page with the option of filtering by module and user assignment. Global Search can also be configured to search all Sugar modules or only specific modules.

Sugar Administrators can use easy drag and drop interface to designate specific modules, even custom modules, for Global Search. Enable or disable various modules for Global Search as your business requirements change.

Find data with specific criteria using Filters. Sugar also allows you to create and save multiple custom filters for more efficient data retrieval.

Use Tags to create keywords or phrases to group records. Users can easily create and add tags to organize the data. Users can then visit the Tags module and access the records they’ve grouped together.

W-Systems is a SugarCRM Elite Partner award winning of the SugarCRM Global Reseller of the Year

SugarCRM has plans that scale with your team. No hidden fees or gotchas.

20+ Years of Happy Clients

Star iconStar iconStar iconStar iconStar icon

Excellent Experience Implementing SugarCRM

W-Systems provided our not-for-profit with outstanding guidance and support to customize and implement SugarCRM to manage a complex network of activities, properties and partner relationships. The outcome was a clear, user-friendly system for our team resulting in professional reporting for our funders and senior leadership. W-Systems provides a project manager who is accountable and responsive throughout the process and provided resources for us to manage our system effectively.

Star iconStar iconStar iconStar iconStar icon

An Excellent Partner for Enhancements and Resources

Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++

Star iconStar iconStar iconStar iconStar icon

Stellar Service

We have worked with W-Systems for many years. Their service is stellar on every level, including the expertise and caring of their staff members.

Star iconStar iconStar iconStar iconStar icon

Great Coding and Good Service!

Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.

Star iconStar iconStar iconStar iconStar icon

Good Integrator to Work With

W-Systems is an experienced and diligent SugarCRM integrator and developer. They have worked on numerous integrations and implementation projects with us and have been a great partner.

Star iconStar iconStar iconStar iconStar icon

Great CRM Partner!

We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.

Star iconStar iconStar iconStar iconStar icon

Instrumental in our Upgrade

Mark was instrumental in our upgrade to the latest version of GoldMine. Not only did Mark do the data conversion but he has subsequently resolved several issues that have surfaced with the GoldMine alarms & the daily backup process. Mark has been very accommodating to any contact I have made to either ask questions or resolve an issue. Previously we have worked with Bob thru the years to support our GM application and again very pleased with the support offered by Bob. I would highly recommend W-Systems Corp. for support.

Star iconStar iconStar iconStar iconStar icon

Excellent Partner!

Responsive, helpful, thoughtful. They have been exactly opposite (in as positive of a way as possible) of the typical software sales approach. W-Sytems created my happiness with CRM.

Star iconStar iconStar iconStar iconStar icon

Second to None

We have found that W-Systems' knowledge and response time is second to none. They are always willing to take the time and use the necessary resources needed to answer our questions, resolve our issues and teach us whatever we need to learn. They are patient, informative and proactive.

Trustpilot