This reference document is a detailed spreadsheet that provides a clear overview of key elements within Sage CRM’s system architecture. It covers:

Details of Columns of System Primary Entities:
Understanding the columns (fields) for entities like leads, contacts, opportunities, and cases is essential when extending or customizing the system.

List of Screens: This includes filterbox, entry, and search screens used by system primary entities.

Details of Fields in Screens: This tab documents which fields are displayed on which screens, providing a critical resource when planning layout changes, adding new fields, or adjusting validation rules.

List of Lists: These are the various data lists, which represent how the CRM displays data in different formats.

Details of Fields in Lists: This section documents the fields used in these data lists, ensuring that the presentation of information is consistent and relevant.