Sage CRM

Hi All, Is it possible to create a screen that contains a list / grid (communications) and a preview window, a view similar to Outlook or any other email applications where you can select an email and preview before opening it? At present users use…

When we create an opportunity, we go to the Person field first on the opportunity screen to determine what account they are calling about. This is because one person may be associated with multiple accounts. Anyway, we modified the dropdown box you see…