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How To Sage CRM: Finding Secondary Entity Data Quickly

If you have had any exposure to Sage CRM at all, then you know how easy it is to look up data using either the Quick Find feature of any of the standard FINDER screens. 

But what about the data that is typically trickier to look up globally such as Addresses, Documents, or Phone Numbers?  We have a solution for each of these three lookups outlined on the Customizing Sage CRM page of our website.  Below is a 2-minute video overview.

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