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Hi, we had a problem with the PersonPhoneSummary. When a customer call us, CRM display this Information after 1,40 minutes! We have 1,6 Million Entries in the Phone table. We had a look in that view. We changed the view, now it takes 2 seconds, to find…

What is the best way to de-dupe person records? We have thousands of duplicate contacts in our system and need to get it cleaned up quickly. What is the best way to accomplish this? Thanks.

Hi! I am looking for a view that I can pull Company info such as Company Name and Company segment, in addition to all contacts within the record . (Not just company primary) Does anyone have a view that handles this request? Needed: Company - comp_name…

which view did sagecrm 7.2 b use in this screen, "PersTopContent" ? how is it possible to add a new field from enity company in this view? thx

Hi there everyone, I tried to remove the address type for companies and person because it was not needed. I removed the relevant translations for all of it and it worked but now it says Link_PersAddr in the person entry screen and Link_CompAddr in…

When one of our users enters a Lead and then converts it into an Opportunity, the address (lead_companyAddressX) goes to the Company and the user has to enter the (often same) address for the Person record. Can you have lead_CompanyPersonAddress and have…

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…