Sage CRM

Hi there, I created a custom entity using the Advanced Customization Wizard where our employees are able to create reports for meetings, that they had to advance the opportunity, directly inside the CRM. I want to both be able to see which people participated…

When viewing a list of people from the company (i.e. Person tab), the count of the records is wrong. I can tell by looking at the screen and by reading another post that the record count is only counting records where the Person type is NULL. The type…