mcm-logo

Search Sage CRM News

Subscribe to CRM Nation

Learn about upcoming webinars, tips and tricks, and new features for Sage CRM.

Featured Video

CustomIDs

Our ID Generator utility ensures a consistent naming convention for data created in Sage CRM.  For example your opportunity descriptions. So, instead of having multiple opportunities with the same name ‘Big Deal’, it can have something more meaningful such as 23-0998 /My CRM Manager / 10.26.2023.

IDs can be applied to anything within Sage CRM, Cases, Leads, Opportunities, Equipment or whatever you are trying to track. 

In this video example we are using a schema of YY + Number for the opportunity + Company + Creation date of the opportunity, but keep in mind that this is just an example – the naming convention you pick should make sense for your organization.

Related CRM News

Accelerator 2021

Accelerator – the advanced integration between Sage CRM and MS Outlook has just released their version 2021.  This is a very significant release. Below is

Read More »
Schedule A Demo
Did you know that you can integrate your Sage system with Salesforce.com?

Looking for Dedicated Sage CRM Help?
Contact My CRM Manager