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  • Definition & Significance of "Set as default person for Company/Accounting"

    Hi All, I wonder if anybody could define what the following tick-box functions define: Set as default person for Company Set as default person for Accounting Sounds like a straight forward question, but what does Sage CRM do with a "Default" person…
  • Editing Contact "Type" - Which field?

    Hi All, On the 'Contact' page, their is the following listed under "Type" when editing the contact: - Admin - Finance - Operations - Sales - Support I cannot for the life of me find where this field is held - after looking through the contact fields…