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The video in this blog post will provide you with an overview of how we can modify how information appears within the Sage CRM system. Creating fields and applying them to screens is not that hard once you get the hang of it, but it’s very important that your Sage CRM instance be organized in a way that makes sense for your unique company. How flexible it is to modify fields, lists and screens is a key differentiator between Sage CRM and other leading systems. Of course, your system will look different because it’s your system, but follow along to see how you can modify the specific things you need.
Overview of the video:©2023 – My CRM Manger is operated by Dan Cousins & Associates Inc. All rights reserved. Sage Software, the Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software Inc., or its affiliated entities. All other trademarks are property of their respective owners. This website is owned by Dan Cousins & Associates Inc. and is independent from Sage Software Inc. and is not authorized to make any statement, representation or warranties or grant any license or permission on behalf of Sage Software Inc. regarding any product, service or website content. Certain materials made available on or through this website are owned by Sage Software Inc. and cannot be used without the prior written permission of Sage Software Inc. My CRM Manager – Dan Cousins & Associates Inc.