Sage 200 Technical Tips

Sage 200 Technical Tips

 

Using CRM Key Attributes

This month's technical tip focuses on the effective way of storing multiple instances of data against companies, people, opportunities, sales and leads.  eg there is a requirement to record details of equipment used against each CRM company - Manufacturer, Model, Description and Serial Number - to be visible under a tab called Site Equipment.

Read more: Sage 200 Technical Tip - December