Sage CRM is very easily configured and customized. New fields, lists and screens can be added to the system without writing any code. Those screens structures like fields and columns are defined internally within the system. This module will cover concepts of using the administration screens to change meta data which in turn will change the user interface.
Changing screen and field captions will be covered as will some of the important uses of the translation mechanisms that allow customization of phone numbers and email addresses.
This module will explain these system customization features and will prepare you for the module’s associated test.