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Sage CRM Fields, Screens, and Lists

Modifying the Fields, Screens, and Lists within your Sage CRM instance is something we want you to understand. It is easy once you get the hang of it AND hugely important since we need to profile information in a way that makes sense for your organization – and then easily see or filter for that information later on. 

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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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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

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