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Editable Grids update August 2022

Editable Grids allows you to mass update rows of data within Sage CRM instead of going into individual records. In August of 2022, Editable Grids introduced a feature that makes it easier to export data, refresh it in Excel, and then bring it back into Sage CRM. 

This feature has very practical applications, including allowing users to edit line items on Quotes and/or Orders.

Related Sage 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

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