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  • Outbound Call List. View Person Communications.

    When using the outbound call list feature, users would like to be able to see the communications tab of the person being called. I don't currently see how to add that. Is it possible? When you click on "Get a Call", you are presented with a screen.…

  • Capturing data using different Key Attribute EntryTypes and Data Categories

    The ability to define additional Key Attributes as a way of capturing extra data in outbound calls and for ad hoc purposes is one of the most useful aspects of the marketing features in Sage CRM. But it may also require considerable thought in how to…

  • Adding Buttons and Customizing the Outbound Call Screens

    The following article explains how you can customize the Outbound Call screens with custom content and additional buttons and expands the earlier article: Customizing Outbound Call Tabs . Outbound calls can be created for different groups. I have looked…

  • Customizing Outbound Call Tabs

    In Sage CRM when a user selects "Get a call" from an outbound call list, they will get a few tabs options at the top of the screen. by default these are Company summary, person summary, quick look, new company, new person, new oppo and new communication…

  • Is it possible to create a group from excluded outbound calls?

    Hi everyone, I'm looking to make a group from our outbound call list. One of our reasons for exclusion is 'snail mail contact only', so if we speak to a customer that only wants to be contacted by post, we can simply select that exclusion from the dropdown…

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