Sage CRM – Tips, Tricks and Components

Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!

Tag Archives: Phone

Display Person Mobile Number below the SSA field Against any entity

Now in Sage CRM it is possible to display phone number below the SSA field.In any screen displaying of additional number or any other details below the SSA field is possible.E.g. If any one select person from SSA field the additional number is being displayed such as mobile number in the given screen shot.

Enhance Phone-Email Tab with additional functionality as per User’s requirement

Want to customize the Phone – Email area against Company or Person? Need to store the Phone Number along with the Extension? Solution: We are providing a tool, which will provide an additional column named “Extension” along with the Phone Number field under Phone/Email Tab against Company or Person. Extension field is a free text… Read More: Enhance Phone-Email Tab with additional functionality as per User’s requirement »

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Sage CRM – Tips, Tricks and Components

Tag Archives: Phone

Display Person Mobile Number below the SSA field Against any entity

Enhance Phone-Email Tab with additional functionality as per User’s requirement

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