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Modifying Fields, Screens, and Lists in Sage CRM

Modifying Fields, Screens, and Lists in Sage CRM

The video in this blog post will provide you with an overview of how we can modify how information appears within the Sage CRM system. Creating fields and applying them to screens is not that hard once you get the hang of it, but it’s very important that your Sage CRM instance be organized in a way that makes sense for your unique company.  How flexible it is to modify fields, lists and screens is a key differentiator between Sage CRM and other leading systems. Of course, your system will look different because it’s your system, but follow along to see how you can modify the specific things you need. 

Overview of the video:

  1. You will first learn how you can modify existing fields within your system as well as create new fields.
  2. Next, you will learn how you can customize the hundreds of screens within Sage CRM.
  3. Lastly, you will learn how to edit lists throughout the system.