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  • Info Displayed under selected Person

    Is it possible for me to change the field(s) shown under the company and/or person after they are selected for an opportunity? At the moment it shows the primary phone number. Thanks, Anthony

  • Can a person from a Parent company be associated with opportunities for the Child companies?

    FYI - I'm a relative noob to my company and Sage CRM. I'm also not completely sure which elements of our implementation are OOB and which have been customized. TIA for your help and patience. Is there a way to have a person from a parent company associated…

  • Creating your own Import Scripts using the COM API

    Please read the article " Some thoughts on Importing Data " as background. The previous article discussed the different programming techniques that can be used for importing data into Sage CRM. Web Services COM Based Mechanisms .NET API Direct…

  • 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…

  • Problem with company/person selection resulting from Opportunity screen customizations

    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…

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