Setting Up User Preferences in Sage CRM

Sage CRM provides a Wizard that leads new users through settings that control how information is displayed and how some features behave. While the Wizard is very helpful in getting you underway, it doesn’t cover all of the available options. In this tutorial, we show you the options not covered by the Wizard.

We are a trusted company

Advanced Applications is honored to be seen as a trusted partner of manufacturers, distributors, service providers, municipalities, entrepreneurs and businesses. We would be pleased to discuss the value we can bring to you and your organization. Please feel free to get in touch so we can schedule an appointment and show you the impact we can help you achieve with our coaching and collaboration services.