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  • Sage CRM 7.1 - Data Upload issue

    Hi there, I'm trying to upload company and person data from CSV file and when I selected 'Preview Data Upload', I got this error come up ("The following fields must be mapped to... Company Area Code" - pls see pic below). I have Area Code field…
  • Grabbiing Assigned User Email and Phone

    CRM 7.1g Hello All, I created two fields in the leads module, assigned user email and phone, so that when their info can be added to the email template. The goal is to have the ability to send a mass email to all leads and have the contact info of…