Description:As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity. Now, want to add multiple persons to a lead!! Solution:We can allow the Sage CRM Users to… Read More »
Description:You can use the standard Person Search screen to find the persons in the Sage CRM.Now want to display list of persons from MY CRM with filtration criteria on Title Code & Status field!!! Solution:We have a new Tab under My CRM where we will have the filtration criteria for Title Code& Status field. Based… Read More »
Description:You can use the standard Person Search screen to find the persons in the Sage CRM.Now want to display list of persons from MY CRM with filtration criteria on Title Code & Status field!!! Solution:We have a new Tab under My CRM where we will have the filtration criteria for Title Code& Status field. Based… Read More »