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Comm Stats now includes Person Records

March 22, 2022
Uncategorized

In our Quick Start Implementation Package, we deploy our Communication Statistics code as well as our User Activity Dashboard. These statistics and reports reflect communications created relative to a Company, Person, Opportunity, Case (Job), etc. within Sage CRM. This code makes it very easy to measure how often (or not) users record these interactions.

This image shows how we have recently expanded our Communication Statistics logic to monitor communication records specific to the Person. Historically, we have had this strictly at the Company, Case, Opportunity, and Lead levels within Sage CRM.

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