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.

Related Sage CRM News

Image Gallery

Centra CRM’s new Image Gallery utility makes it super easy to view images from Sage CRM. For organizations that use images in their day-to-day, this

Read More »

Adoption Dashboard

Our Adoption dashboard is applied with almost every installation of Sage CRM. It provides key indicators related to who is using the system (and not)

Read More »
Schedule A Demo