Often, clients use Sage CRM to record communications relative to a Company, Person, Opportunity, Case (Job), etc. These can be meetings, calls, emails (in or out), or otherwise. Remember, Sage CRM is fundamentally a communications system.

Our Communication statistics code makes it very easy to measure how often (or not) users record these interactions. 

This image shows fields on the Company summary screen that reflects data from the communications tab. And the information collected is often used in reports and dashboards. For example in certain reports that display in our User Activity Dashboard. 

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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