If you have had any exposure to Sage CRM at all, then you know how easy it is to look up data using either the Quick Find feature of any of the standard FINDER screens. 

But what about the data that is typically trickier to look up globally such as Addresses, Documents, or Phone Numbers?  We have a solution for each of these three lookups outlined on the Customizing Sage CRM page of our website.  Below is a 2-minute video overview.

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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