While creating any Communication, Opportunity and Leads, all People from SageCRM get listed even if the person is Inactive.
Now, we can restrict the inactive persons from the Person Lists!!!
While creating Communication, Lead, and Opportunity in CRM, those People would not be available under the list of Person field whose status is set to ‘In Active’.
- Modify User Preferences from Info Manager user’s Login
- Make effective De-duplication search in Sage CRM
- Webinar Invitation: Bring agility in decision making by leveraging your enterprise information using GUMU™ integration for Sage CRM with Sage X3
- Integrate Multiple Sage 500 company code with Sage CRM
- Real Time tabs in Sage 500 Integration