Selection List Fields
Sage CRM allows you to add your own data fields with ease. In this tutorial, we demonstrate how to add a selection list field to a screen in Sage CRM.
Category: Sage CRM Tutorials
Locate Information in Sage CRM with Powerful Search Tools
Sage CRM can hold a vast amount of customer and sales information and it is critical that the data be easily accessible. In this tutorial, we take a look at how the powerful search tools in Sage CRM make it easy for you to rapidly locate the information you need.
Merging Duplicate Companies & People In Sage CRM
Sage CRM provides several tools for keeping your data as clean as possible. This includes a function that allows you to merge duplicate records. The merge function is also useful for combining company records when one of your customers or prosepcts acquires another. In this tutorial, we show you how to use the merge tool.
Customizing the Sage CRM Company Summary Report
The Company Summary Report in Sage CRM provides a snapshot of a customer’s interactions with your company. In this tutorial, we’ll show you how to access and customize this report.
