Tag Archives: Company

Associate Company and Persons to Primary entities in Sage CRM for Mobile

In Sage CRM on-premise version, it has an ability to select Company and Persons while creating Cases, Opportunities, and Communications. But when Sage CRM is accessed using mobile devices like Android, Tablets etc. entry screens does not show the Company and Person SSA fields. Refer below screenshot. New Stuff: Rich Text Editor on Multiline Text fields… Read More »

Change the standard dedupe behavior

Dedupe process is the matching logic which is one of the very essential components of CRM system nowadays. This is required in order to avoid duplicate data entries in the system. Standard Sage CRM install has also incorporated this feature for entities like Company and Person which hold prime importance in CRM. How to configure… Read More »