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  • Add Email Address To Selected Person

    Is it possible to add the persons email address below here? Thanks!

  • Inserting Emails from Outside Source - Person Record Exists, No Phone/Email

    A customer of mine has their Sage CRM integrated with Sage PRO (retired ERP product in North America). The custom integration for the product creates the Person records, but has not required a Phone or Email value for the record. Therefore there’s no…

  • Clarification on Leads versus Person entries

    Currently when we receive requests for information via webforms, we import these as Person profiles. Would these be better off (or more logically) imported as Leads instead? In an effort to maximize our marketing efforts, what would be the best or recommended…

*Community Hub is the new name for Sage City